Financial Advisor Insurance

Summary of Qualifications

A multi-lingual experienced team player and self-starter who consistenty drives for results and thrives in business generation and invesment management roles. Exceptional communications experience, strong knowledge of financial planning, including the needs of high net worth and small investors and a proven ability to interact with clients at all levels.

Licenses: Series 7 and 66.

Bar Memberships: California, 1991; Solicitor, United Kingdom, 2013: SRA No. 520273.

Languages: Spanish, French

Experience

Edward Jones Half Moon Bay, CA

Financial Advisor 2014-present

Investments, retirement strategies, insurance, financial planning and wealth management

Hogan Lovells US LLP San Francisco, CA

Attorney 2013-2014

International securities and business litigation, insurance defense and Proposition 65 defense

Business Owner Half Moon Bay, CA

Founded, owned and operated sportsfishing business and market café 2010-2012

Solo Practitioner Half Moon Bay, CA

Family and business litigation, contract and lease negotiation, mediation 2006-2012

Heller, Ehrman San Francisco, CA Litigation Associate 1993-1998

Securities, anti-trust and trade regulation litigation and international business litigation

Recruiting Committee and Summer Intern Program Chair

Debevoise & Plimpton Los Angeles, CA

Associate 1992-1993

Securities, RICO, constitutional law and international business litigation

Latham & Watkins Los Angeles, CA

Associate, 1991-1992

Business, employment and environmental litigation

Associate’s Committee, recruiting

Education

University of Chicago Law School Chicago, IL

Juris Doctor

University of California Los Angeles Los Angeles, CA

B.A. Psychology, Cum Laude

Associations

ABA; University of Chicago Law School Alumni Association; Former Board Member, The Marine Mammal Center; Board Member, Pacifica FogFest

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