I’m interested in mentoring people from:

    Gretchen Hostetter

    Morgan Hill, California

    Senior Relationship Manager, Executive Private Client Services

    TRADE FINANCIAL, Cupertino

    Specialties

    Account Management

    Business Development

    Sales Management & Operations

    Where I've Worked

    Nov 1990 – Dec 2003

    Vice President- Investment Center Manager

    Charles Schwab & Co
    T

    2016 – 2019

    Senior Relationship Manager, Executive Private Client Services

    TRADE FINANCIAL, Cupertino
    F

    2008 – 2013

    Vice President, Branch Manager

    FIDELITY INVESTMENTS, Sunnyvale and North

    1990 – 2003

    V.P. and Senior Investment Center Manager

    Charles Schwab & Co

    Dec 2003 – Jan 2008

    Smith Barney, VP -Area Investment Manager

    Citigroup

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Studied

    Ask Me for a Referral

    TRADE FINANCIAL, Cupertino

    In the Media

    Social Media