Leonard Wheeler

Leonard Wheeler

San Francisco Bay Area
6K followers 500+ connections

About

Dynamic and results-oriented IT professional with a strong foundation in network…

Articles by Leonard

Activity

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Experience

  • Splashtop Inc. Graphic
  • -

    Remote

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    Remote

  • -

    San Francisco Bay Area

  • -

    San Francisco Bay Area

  • -

    San Francisco Bay Area

  • -

    San Francisco Bay Area

Education

  • Folsom Lake College Graphic

    Folsom Lake College

    -

    Network Fundamentals
    Routing Protocols and Concepts
    LAN Switching and Wireless
    Accessing the WAN

  • -

Licenses & Certifications

  • Project Management Certifications Graphic

    Project Management Certifications

    Folsom Lake College

    Issued
  • Series 63 State Securities Law Exam

    -

    Issued
  • Series 6 General Industry/Product Exam

    -

    Issued
  • California Life and Variable Agent

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    Issued
    Credential ID 0J07576

Projects

  • Financial Literacy Program

    - Present

    A seminar designed to help coach groups on the importance of financial services.

  • Wells at Work Proponent

    Wells at Work is an employee benefits program available exclusively for business customers of Wells Fargo at no cost to a company. The program provides a wide-array of financial offers, including preferred benefits and discounts on a variety of deposit, credit, mortgage and other services. Educational seminars are also available to support the financial well-being of the employees.

Organizations

  • NAIFA (National Association of Insurance and Financial Advisors)

    MEMBER

    - Present

    Code of Ethics PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations: To help maintain my clients’ confidences and protect their right to…

    Code of Ethics PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations: To help maintain my clients’ confidences and protect their right to privacy. To work diligently to satisfy the needs of my clients. To present, accurately and honestly, all facts essential to my clients’ financial decisions. To render timely and proper service to my clients and ultimately their beneficiaries. To continually enhance professionalism by developing my skills and increasing my knowledge through education. To obey the letter and spirit of all laws and regulations which govern my profession. To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession. To cooperate with others whose services best promote the interests of my clients. To protect the financial interests of my clients, their financial products and my profession, through political advocacy.

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