
Risk Manager at Peak Financial Services
Greater Los Angeles Area

Risk Manager at Peak Financial Services
Greater Los Angeles Area
Portfolio Management, Retirement Planning, College Planning, Allocation/Diversification Strategies, Life/Health/Long Term/Disability Insurance, Business Succession, Buy Sell Agreements, Key Person Policies, Wealth Preservation
(Privately Held; 11-50 employees; Financial Services industry)
August 2008 — Present (1 year 5 months)
(Public Company; 10,001 or more employees; TWX; Telecommunications industry)
March 2008 — Present (1 year 10 months)
(Public Company; 10,001 or more employees; TWX; Telecommunications industry)
September 2006 — March 2008 (1 year 7 months)
(Food & Beverages industry)
August 2003 — July 2006 (3 years )
Food and wine pairing on a professional level. Made recommendations to clients
Graphic Design 2000 — 2004