Integra Profile

PROFESSIONAL EXPERIENCE:

• More than 40 years of experience in marketing, business development and sales management in financial and professional services
• Prior experience includes Director of Business Development for Price Waterhouse, Arthur Andersen and Moss Adams LLP in San Diego; Director in San Diego for a tax advisory firm that helped clients claim Research & Development Tax Credits; and a Vice President for several local and regional banks

EDUCATION AND CREDENTIALS

• MBA and Bachelor of Science in Marketing and Business Organization, The Ohio State University
• Served as an officer in the US Army
• California Licensed Property & Casualty Insurance Broker-Agent, #0M22621