Wells Fargo
Managing Director, Financial Advisor
Credit Suisse 2000 - Jan 2016
Vice President
Donaldson, Lufkin & Jenrette 1994 - 2000
Vice President
Education:
University of Virginia 1986 - 1990
The University of Texas at Austin
Master of Business Administration, Masters
Skills:
Family Office Equities Investment Banking Wealth Management Investments Securities Finance Management Strategic Planning Business Development Portfolio Management Ultra High Net Worth Multi Generational Wealth Transfer Wealth Preservation Post Divorce Asset Management
Bryson Elementary School South Gate CA 1974-1978, Tweedy Elementary School South Gate CA 1976-1979, South Gate Middle School South Gate CA 1980-1981, Calvary Chapel Christian High School Downey CA 1980-1983, Leffingwell Christian High School Norwalk CA 1983-1984