I am a graduate of the Orfalea College of Business at Cal Poly, SLO. I currently work for an Independent Wealth Management firm in Rocklin, CA and help manage roughly 300 relationships in respect to investment and financial planning. I have spent a significant portion of my high school and college years working on projects, startups, and side gigs in order to build and develop skills and knowledge to add to my working latticework of mental models. To highlight my early experiences; I ran a multimedia business for roughly 6 years where I was the City of San Ramon's junior entrepreneur of the year, was a top leader at the largest student-ran startup in San Luis Obispo, and oversaw the financial analytics for the social delivery platform, JoyRun. My experience in the financial, media, management, analytical, and marketing industries has vastly grown throughout my career. Thank you for checking out my profile. Do me a favor; Check in and let me know how you are doing.
Listed skills include Marketing, Investments, Retirement Planning, Financial Planning, and 30 others.