Our Regional Vice Presidents
I started with my current broker-dealer, now Equitable Advisors, LLC and The Bailey Group. I received a Bachelor of Arts in Economics with a Minor in Accounting at the University of California, Los Angeles. I started with Equitable Advisors, LLC in 2011 and have had the privilege of serving as Vice President for The Bailey Group since 2012. At The Bailey Group my team and I support lenders by expediting placement of insurance required for their borrowers to obtain government backed U.S. SBA (Small Business Association) loans. In addition to helping the business owners access this capital to purchase or expand their company, my team and I also support them with all of the complex financial planning that is needed when owning one or multiple businesses.
Certified Financial Planner professional designation attained by completing established and rigorous education, examination, experience and ethical requirements by the CFP Board of Standards
Professional designation in Personal Financial Planning at University of California, Los Angeles.
NAGGL attendee, Million Dollar Roundtable Qualifier
CA Insurance Lic# 0H27868
NY Insurance Lic# LA-1389210
CFP ® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board’s initial and ongoing certification requirements.
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