Career Profile/Resume


1972-1977 Accountant

1976 Graduated with Honors, Bachelor’s Degree in Finance from San Diego State University

1977 Joined SDG&E as an Associate Accountant

1979 Promoted to Financial Analyst, SDG&E

1980 Appointed to Financial Planner, SDG&E

1983 Graduated MBA – Master’s Degree, Business Administration/Finance from San Diego State University

1983 Joined Dean Witter Reynolds

1986 Promoted to Associate Vice-President, Investments

1989 Received Outstanding Business Award, Fil-Am Chamber of Commerce*

1991 Promoted to Vice-President, Investments

1996 Promoted to Senior Vice-President, Investments; Received “Commitment to Excellence” Award*

1996 Appointed Senior Vice-President, Investments, PaineWebber Inc.

2002 Recognized by the industry journal Registered Rep Magazine for her professional achievements in their May 2002 edition.*

2003 Joined AIG/SagePoint Financial, Inc.

2004 Received the “Newcomer of the Year Award” from SagePoint Financial.*

2005 Received the “Achievers Counsel Award” from SagePoint Financial.*

2009 Branch office on 4540 Kearny Villa Rd, Ste 202
Across the street from SDG&E

For a Complimentary consultation, please call Joseph Tansey at 858-654-1025 or Angeli Forster at 858-654-1024.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.