PROFESSIONAL PROFILE

Camille Wojtasiak, CFP®, CFM, Assistant Vice President, Wealth Management Advisor

Camille seeks easier, smarter ways to help people achieve their financial dreams. She is a graduate of Northern Illinois University with a B.S. in Mathematics. She also received her MBA from the University of California, Davis (UCD) through a dual concentration in Finance and Marketing with particular coursework in Security and Portfolio Management. Her areas of focus include stock option tax planning, concentrated stock position risk management, and financial and estate planning for non-traditional households. In addition to being a former instructor for UCD-Extension, Certificate Program for Personal Financial Planning, Camille is a frequently requested speaker and regularly conducts training classes at Merrill Lynch offices throughout Northern California. She has served on the Merrill Lynch Golden Gate District’s Advisory Council to Management and is a company wide resource for Domestic Partner planning issues. Camille is a Certified Financial Planner™.

Jia He, Financial Advisor

Jia specializes in providing integrated and customized wealth management solutions to high net-worth professionals and families. She completed both her primary and secondary education in China before coming to the United States in 1996 and is fluent in both English and Mandarin Chinese. Jia holds a Bachelor of Arts Degree in Developing Nations Economic Development with an emphasis on China Political Economy from the University of California, Davis.

Prior to joining Merrill Lynch, she had worked in London on a variety of community-based pilot projects aimed to actively champion enterprise development as a catalyst for regeneration within deprived inner London communities. One of which was the importation of fair-traded, organic produce from West Africa into the UK.

In 2005, she assisted the Sacramento Asian Pacific Chamber of Commerce on behalf of the California Governor’s Office in organizing and executing a twenty-eight member delegation to the People’s Republic

Shelley Seale, CRPC, Financial Advisor

Shelley is committed to developing long-term relationships with individuals and families and providing them sound financial advice. She holds a Bachelor of Science degree in Business Finance from San Diego State University. Shelley regularly teaches classes in the Wojtasiak Group's Client Education Series and is a frequent speaker at Women Professional Group's events. Prior to joining Merrill Lynch, Shelley worked for several years within the insurance industry and is familiar with risk management concepts. Shelley is involved in the community as an active member of Soroptimist International and she frequently volunteers with Girl Scouts and The Leukemia and Lymphoma Society's Team in Training.

Kristen Jensen, Financial Advisor Client Education

Kristen has always believed in contributing value to the quality of life for families. She graduated from California State University, Sacramento with a Bachelor of Arts degree in Social Work and obtained a Master of Arts in Counseling Psychology from the University of San Francisco. She has worked at Sacramento County Child Protective Services for eight years prior to joining Merrill Lynch. She currently is on the Fund Development Board at WEAVE, Women Escaping a Violent Environment. Kristen has her series 7 and series 66 certifications and now handles Client Education for the Wojtasiak Group.

Gina Cazale, Client Associate

Gina Cazale is the Client Associate for the Wojtasiak Group. She prides herself in building relationships with all clients as well as meeting the expectations and going above and beyond the call of duty for them. Gina received her Bachelor of Science degree in Business Administration with an emphasis in Management and Human Resources from University of the Pacific in Stockton, Ca in 2006. Before joining the Merrill Lynch team, she spent several years in both management and customer service.


Client Education Series

Q & A Financial Markets - November 16, 2009
1:00 PM ROC Resturant
Speaker - Camille Wojtasiak

Holiday Party at Urban Fitness. Date TBD

Rainbow Chamber - Financial Advisor Forum. Date: TBD

Investor Psychology- January 2009

Aspirational Risk; Liability Management, Real Estate Loans and the Credit Crunch- February 2009

Determining Asset Allocation- March 2009

Alternative Investments in Portfolio Construction- April 2009

Money Manager Selection and Reading your AIM Report- May 2009




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