Truepoint Wealth Counsel
Wealth Advisor and Principal
Convergent Wealth Advisors Jun 2003 - Aug 2003
Intern
Answerthink Oct 1997 - May 2002
Project Manager
Oct 1997 - May 2002
Cincinnati, Ohio Area
Education:
The Tuck School of Business at Dartmouth 2002 - 2004
Master of Business Administration, Masters
The University of the South 1993 - 1997
Bachelors, Bachelor of Arts, Art History
Skills:
Generational Education and Planning Lifestyle Services Family Business Services Philanthropic Advices Expense Management and Reporting Wealth Transfer Strategies External Account Aggregation