Type Of Business:
Financial services company
Major Product/SVS:
Financial and investment services
Hobbies/Sports:
Collecting comic books; Golfing; Gardening
Education Degrees:
Bachelor of Science in Business Administration, University of California, Berkeley (1974)
Affiliations Awards:
Alumni Association, University of California, Berkeley
Charity:
Charitable Planning Group; Rotary Club International
Number Of Years In Profession:
35
What Does He/She Attribute Success To:
He attributes his success to his professional network and ability to help others by listening intently.
Why did you become involved in your profession or industry?:
He became involved in his profession after college, where he developed his interest in the financial services industry.
Position Responsibilities and Duties:
Monitoring financial markets; Corresponding with clients; Working on planning issues; Initiating financial solutions
Education Certifications:
Certified Financial Planner, Chartered Life Underwriter; Chartered Advisor for Senior Living; Certified Advisor of Philanthropy, Chartered Financial Consultant
Where Will You Be In 5 Years:
In five years, Mr. Angel aspires to develop professional networking relationships and his independent practice.