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Financial Advisor

Murrieta, CA


  • Retired Navy Senior Chief Operations Specialist (E-8).
  • Results-oriented professional with over 20 years experience in managing personnel/projects, engineering, training, education and curriculum design in a high tech environment.
  • Possesses in-depth knowledge of information systems and operational processes across multi-spectral platforms, including knowledge of the business environment, systems architecture and operations.
  • Skillful in providing information and advice to executive management on utilization and capabilities of personnel, equipment and material in area of responsibility.
  • Enthusiastic, high energy and creative in program planning, development, and implementation.
  • Bachelor of Science Business Management, GPA 3.45/4.0
  • Maintained secret security clearance.

Work Experience

Financial Advisor

Alls Global Advisors Inc,


Licensed Registered Representative (Series 6 and 63), California Life and Health Insurance Agent (License 0F64575) and Notary Public (Commission Number: 1863794). Advise individuals and families on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

Staff Customer Trainer

Lockheed Martin,

2007 2010

Supported Littoral Combat Ship (LCS), Joint Tactical Radio System (JTRS) and Po Sheng Program, these three programs exceeded $4.5B in value and were critical to LM San Diego business initiatives.
  • Developed new courses, conducted formal training for customers and OEM (original equipment manufacturers) customers in a variety of computer hardware and software technology functions.
  • Researched and determined course content and student learning objectives; prepared course syllabi, lesson plans, and student manuals.
  • Developed Data Item Description (DID) IAW Contract Data Requirement List (CDRL) for Training Program Development and Management Plan, Training Conduct Support Document, Training Program Structure Document and Instructional Performance Requirements Document for the JTRS program.
  • LCS Shore-Based Training Facility (SBTF) Instructor and PQS Development Group Member. Responsible for development of Train- to-Qualify (T2Q) statement and PQS Guide for LCS connecting the initial LCS training model to Personnel Qualification Standards (PQS).
  • Evaluated training materials, procedures, made and or recommended revisions to keep courses abreast of latest designs. Maintained class records; wrote, administered, and scored tests. Counseled students and evaluated student performance.

Senior Technical Trainer

Northrop Grumman Space Technology,

2005 2006

Managed a $400K Engineering Training budget; developed and delivered training in accordance with the Annual Operating Plan, and Long Range Strategic Plan.
  • Supported the training and development of over 700 engineers in Space Systems, F/A-22, F-35, Communications, Navigation and Identification (CNI) and other functions that encompass space, defense and electronics technology programs.
  • Collaborated with Subject Matter Experts (SMEs) to develop and deliver training on various engineering subjects that required research and following established guidelines and procedures?
  • Utilized Online Training System (OTiS) to assign training, verify completion, track attendance of all training (online or classroom) and review participant feedback as well as other measures of effectiveness.
  • Prepared seven engineering Skill Centers for a training audit conducted by Quality Assurance in order to evaluate compliance with company directives and procedures. The auditor noted that Engineering Training Process showed evidence of great improvement since January 2005 Competency & Training Audit.
  • Authored and coordinated the release of the monthly Engineering Newsletter. Scheduled article submission from Skill Center Manager's on a rotating basis that informed employees about events/contract progress in their prospective skill centers.

Associate Engineer & Training Specialist

L3 Communications Titan Unidyne,

2000 2005

Supported a $31M contract for the Battle Force Tactical Training (BFTT) program sponsored by Naval Sea Systems Command. Provided technical support for the BFTT program, which included Systems Engineering, Hardware Installation, Software Installation, Testing, Training, Maintenance/Repair, Integration/ Assembly, and Logistics.
  • Information System Security Officer (ISSO), directly accountable for all administrative requirements, building plans and renovation in preparation for the certification of the Training Facility to store classified material. Coordinated with Defense Security Service (DSS) to develop an Industrial Security Program (ISP). Developed the Master System Security Plan (SSP) in accordance with NISPOM Chapter 8 and other documentation required prior to certification.
  • Designed classroom and laboratory for training of customers at the company's facility. Ensured efficient and cost effective acquisition, installation, and operation of hardware, software, and related equipment.
  • Trained over 650 personnel in the Battle Force Tactical Training (BFTT) system integration on AEGIS, Ships Self Defense System (SSDS), Advanced Combat Direction System (ACDS) Block 0 and Cooperative Engagement Capability (CEC) combat system.
  • Composed Monthly Level of Effort, Progress and Status Report and managed the weekly update of the BFTT Training Schedule, including assignment of all instructors.
  • Managed Train-the-Trainer (TTT) program. Trained all new hires on administrative, security, safety and technical functions required to effectively train customers in the classroom and laboratory.

Department Manager

USS Hewitt,

1998 2000

DD 966)
Managed a department of 95 personnel. Interviewed, evaluated, and assigned personnel; established work priorities; prepared correspondence, other written instructions, and directives; organized, scheduled, and evaluated training programs. Directed the operations of a 24X7 Command and Control Center, interviewed, evaluated and assigned personnel based on their level of experience.
  • Prepared and managed departmental plans, projects, and budgets; monitors project status and expenses, and Senior Enlisted Leader, informed Senior Executive Leaders on all issues regarding personnel management, administrative policies and procedures, technical problems, and recommended priority.
  • Developed training scenarios for the Inter-Deployment Training Cycle, coordinated execution of the Total Ship Survivability Exercise. Scenarios provided total integration in accordance with the Training/Enabling Objectives for five Training Teams.
  • Composed, implemented, published and trained personnel on Emergency Action Plans (EAP) for securing, evacuating and destroying classified communications security material and controlled cryptographic items during natural disaster, hostile actions and terrorism.

Division Manager

USS Carl Vinson,

1996 1998

CVN 70)
Managed a division of 88 personnel. Interviewed, evaluated, and assigned personnel; established work priorities; prepared correspondence, other written instructions, and directives; organized, scheduled, and evaluated training programs. Directed the operations of a 24X7 Command and Control Center, directly responsible for over $100M of high-tech equipment, used for instant decision - making in support of National Defense.
  • Coordinated the day-to-day operation of personnel assigned, planned, organized and verified completion of the weekly training and work requirements.
  • Performed Operational Testing and Evaluation on software and hardware as well as evaluation of major weapon systems in accordance with test plans.
  • Prepared and managed division plans, projects, and budgets; monitors project status and expenses, and conferred with department and executive level personnel on administrative policies and procedures, technical problems, and priorities.
  • Maintained up-to-date real-time data systems using information acquired from various radar and intelligence sources kept National Command informed through the use of a real-time Digital Data Links (Link 4/11/16) and near real-time Digital Data Links (GCCS-M).

Training Manager

Fleet Combat Training Center,

1993 1996

Managed a team of five instructors and facilitated the training of over 500 aircraft control candidates. Taught and monitored student's progress through two demanding curricula. Provided input to Chief of Naval Education and Training (CNET) on Navy Training System Plan (NTSP) for air control training and conducted manning review.
  • Designed curriculum and performance measurement tests.
  • Directed the revision/improvement of classroom material and mock-up procedures taught to students based on newly devised tactics from recommended concept of operations.
  • Spearheaded development and remodeling of the Aircraft Control Facility. Negotiated in service procurement, upgraded facility with over $20M of the latest computers and software.
  • Frequently requested by CV(N)/LHD Training Department through the Training Director to teach ACDS Block O Course of Instruction as a Mobile Team Trainer (MTT) because of his subject matter expertise.
  • Selected "Outstanding Instructor" for demonstrated superb teaching techniques in five courses and his management of essential training programs.



Bachelor of Science in Science Business Management

University of Phoenix,

Associate of Applied Science in Cumulative

Vincennes University,

Completed the following Navy Schools/ Training

Group - Paced Instructor (NEC 9502), San Diego, CA

Curriculum Development ,

Authoring Instructional Materials (AIM) II,


Certified Chief of Naval Education and Training (CNET) Master Training Specialist, MicroSoft Office
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