Aliso Viejo, California
Specialties
Feb 2021 – Present
Head of Business Development and Partnerships, Senior Director
Dec 2016 – Feb 2021
Head of Financial Partnerships, Senior Director
Dec 2014 – Jul 2016
Head of Business Development
Feb 2014 – Nov 2014
Managing Director
Jul 2012 – Feb 2014
Director
Jun 2010 – Jul 2012
Financial Advisor - Partner, The Trevisan Korpman Wealth Management Group
Aug 2008 – Jun 2010
Financial Advisor Associate
Financial Advisor Associate Leadership Program
Aug 2006 – Nov 2007
Trainee
BS, Business Management
VIRGINIA POLYTECHNIC INSTITUTION AND STATE UNIVERSITY
Senior Manager, Integrated Marketing Communications
Senior Marketing Manager
Manager, Outpatient Coding