Randy Watson

Randy Watson

Associate Director

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location of Randy WatsonSan Ramon, California, United States

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  • Timeline

  • About me

    President at Shield Financial and Insurance Service, Inc.

  • Education

    • San Diego State University-California State University

      1984 - 1985

      Activities and Societies: Waterski Team

    • California State University-Long Beach

      1983 - 1984
    • University of California, Riverside

      1985 - 1987
      Bachelor of Science (BS) Business Administration and Management, General
  • Experience

    • SBC

      Jan 1988 - Jan 2000
      Associate Director

      As Associate Director with SBC Telecommunications, I managed 4 different teams comprised of 84 people, and a $15 Million budget within the Center For Learning division. I was responsible for course material reproduction, and training facilities for the western half of the US, as well as 2 nationwide IT teams. I was involved 2 different merger teams, and was responsible for integrating the training databases from several companies into a single system nationwide.

    • New York Life Insurance Company

      Jan 2000 - Dec 2006
      Financial Services Professional

      At New York Life, I helped families build and secure their future through the use of life insurance and securities solutions. I was series 7 and 63 licensed, and obtained my CLU designation.

    • Shield Financial and Insurance Service, Inc.

      Dec 2006 - now
      President

      As Founder and President of Shield Financial, I help families preserve their assets from stock market loss, estate tax, probate, and catastrophic illness. I take time to get to know my clients financial situation, and personal goals. I then develop a plan to achieve those goals. As a preservation advisor, I don't take any risks with my clients money. We are strictly a safety based firm. Our claim to fame is that we've never lost a penny of our clients money, and we never will!!!

  • Licenses & Certifications

    • BCE (CES)

      Institute of Business and Finance
      Jan 2008
      View certificate certificate
    • CLU

      The American College
      Jan 2002
  • Volunteer Experience

    • Volunteer

      Issued by Sounds of Promise
      Sounds of PromiseAssociated with Randy Watson
    • Board of Advisors

      Issued by Institute of Business and Finance on Jan 2009
      Institute of Business and FinanceAssociated with Randy Watson