Académique Documents
Professionnel Documents
Culture Documents
COMPUTER SKILLS
MS Office Suite Pro - MS Project - MS Project Server - MS Visio - Act! - Client
Management
Konfig - Clear Quest - Doors - Beta Tester - Windows 7 & MS Office 2010 - Intern
et Research
EDUCATION AND TRAINING
Accredited Tax Advisor: College for Financial Planning, Denver, CO
Master-level program
Certified Financial Planner: College for Financial Planning, Denver, CO
Baccalaureate-level program
Continuing education courses: Financial Planning, Real Estate, Tax Planning, Por
tfolio Management, Investments, Estate Planning and Project Management
Employer sponsored classes: Team Management, Lean Manufacturing, Six Sigma, Proj
ect Server and Project Management.
Licenses: California Real Estate Broker
Previously held licenses: NASD Series 6, 7 & 63 and Life Agent
CANDIDATE INFORMATION
Availability: Immediately
New position desired: will consider any temporary/part-time position that afford
s me the opportunity to use my extensive experience in programs, contracts, prop
osals management; preferred industries, aerospace/defense, financial services or
computer technology
Compensation: Negotiable - (will not consider commission sales)
Travel: as required
Local Commute: maximum 20 miles one way from Ladera Ranch, CA (Ladera Ranch is l
ocated in the southern part of Orange County)
Interview: available Monday through Friday - prefer afternoon appointments
References: upon request
Additional Information: via e-mail request - ddb69e16@westpost.net
SUMMARY
I am a hard working professional with over twenty-five years of experience with
the skills required to add substantive value to any organization.