CALIFORNIA CONSUMER - Key Persons

Christian Amato

Job Titles:
  • Senior Client Manager
With over 18 years experience in Financial Services, I am the Executive Administrator in the firm.

Dave Ramsey

Job Titles:
  • Resources

David Yee - Managing Director

Job Titles:
  • Managing Director
  • Principal

Jeffrey Mramor - Managing Director

Job Titles:
  • Managing Director
  • Principal

Morrie Symson

Job Titles:
  • Senior Portfolio Manager
I started in the Securities industry back in 1973 with E.F. Hutton.

Rick Montejano - Managing Director

Job Titles:
  • Managing Director
  • Principal