Professional
UC Davis: BS (with Honors) in Agricultural & Managerial Economics
Pacific Investment Management Company (PIMCO): 1995-1997
Allianz Global Investors: 1997-2001
Awards and Recognition
Million Dollar Round Table Qualifying Member 2007-2015
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2016-2020
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2017
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2005-2010
Award recognizing persistency and performance