Senior Vice President, Senior Investment Management Consultant at Morgan Stanley Smith Barney *, Director- Corporate Client Group at Morgan Stanley Smith Barney *
Location:
San Francisco Bay Area
Industry:
Financial Services
Work:
Morgan Stanley Smith Barney * - Menlo Park CA since May 1995
Senior Vice President, Senior Investment Management Consultant
Morgan Stanley Smith Barney * since 1995
Director- Corporate Client Group
Education:
University of California, Davis 1987 - 1992
BS, Managerial Economics
Menlo Atherton Little League Coach
Menlo Atherton AYSO Coach
Dodge Ridge Ski Team Coach
National Ski Patrol 20 years+
Honor & Awards:
- National recognition from PlanSponsor Magazine's Best of the Best, for 2007, 2008 and 2009.
- National recognition from 401kWire as the Top 300 Retirement Plan Advisors.
- Director of Corporate Client Group-
- Corporate Retirement Planning Specialist (CRPS)