
ex-LPL Financial | Buy-Side | Allocator | Lecturer | ex-CCO. I provide services, experiences, solutions and create all things investment.
laquintaca.gov
cfasociety.org
lpl.com
wellsfargoadvisors.com
ubs.com
Adjunct Professor of Finance
Fowler College of Business at San Diego State University
• www.linkedin.com/school/sdsufowler
Jan 2024 - Present
San Diego, California, United States
Portfolio Manager
Private Asset Management, Inc.
• www.linkedin.com/company/private-asset-management-inc-
• Full-time
Jan 2023 - Dec 2024
Chief Compliance Officer
Private Asset Management, Inc.
• www.linkedin.com/company/private-asset-management-inc-
• Full-time
Jan 2021 - Dec 2023
San Diego, California, United States
Board of Directors - Social Media & Public Awareness Chair
CFA Society San Diego
• www.linkedin.com/company/cfa-society-of-san-diego
• Part-time
Jan 2017 - Dec 2021
Greater San Diego Area
Assistant Vice President - Governance, Risk & Compliance
LPL Financial
• www.linkedin.com/company/lpl-financial
Jan 2010 - Dec 2017