Education

College Education

Master of Business Administration

  • 1993 CSUC. Chico, CA 
  • Lt. Robert Merton Rawlins Merit Award Winner
  • Masters Thesis "A Study of the Perceptions of Saleswomen by their Managers on Important Attributes"
    Fall 1993

Bachelor of Arts Degree in Economics

  • 1985. HSU. Arcata, CA
  • Graduated Outstanding Economic Graduate

Additional Coursework

After earning my Masters degree I returned to the classroom to complete additional university, and non-university courses in finance and real estate. Courses included:

  • Financial Planning
  • Investments
  • Risk and Insurance
  • Estate Planning
  • Federal Income Tax Planning
  • Investments
  • Investment Analysis and Policy
  • Real Estate Practice
  • Legal Aspects of Real Estate
  • Real Estate Finance
  • Real Estate Appraisal
  • Real Estate Principles
  • Property Management
  • Escrow
  • Real Estate Office Administration

Licenses

  • California Real Estate Broker 08/2006 to present
  • Registered Investment Advisor 10/1997 to 12/2003
  • Registered Representative (stockbroker) 07/1996 to 10/1997

Professional Exams

  • General Securities Representative - (Series 7) (NASD)
  • Uniform Securities Agent State Law Examination - (Series 63) (NASD)
  • Uniform Investment Adviser Law Examination - (Series 65) (NASD)
  • California State Real Estate Brokers Exam 2006
  • International Right of Way Academy I & II

Special Training and Courses

  •  Website Design and Implementation Training 10/1997 (CSUC)
  • Estate Planning 10/1996 (Practising Law Institute)
  • Sexual Harassment Training 04/1994 (CSUC)
  • Call Center Management 05/1989 Founder's Forum and Users' Group 10/1987 (Brock Control Systems)
  • Database Management Training - Unix System 09/1987 (Brock Control Systems)
  • Supervisor Training 07/1987 (Polaroid Corporation)
  • Sales Training 10/1986
  • Account Managers Training 01/1986