Forbes
Personal Finance Contributor Forbes.com
Drm Wealth Management
Certified Financial Planner
Trilogy Financial Services Jan 2003 - Jun 2017
Vice President of Client Services
Financial Planner Los Angeles Blog Jan 2003 - Jun 2017
Author, Speaker Financial Expert
Bni Beverly Hills Breakfast Club Jan 2003 - Jun 2017
Financial Planner
Education:
University of Redlands 1996 - 2000
Bachelors, Business Administration, Theater
University of Redlands
Skills:
Retirement Planning Strategic Financial Planning Wealth Management Mutual Funds Financial Services Small Business Portfolio Management Life Insurance 401K Rollovers Universal Life Holistic Financial Planning Value Investing Investments Growth Investing Permanent Life Insurance Employee Benefits Estate Planning Retirement Business Development Asset Allocation 401K Disability Insurance Asset Management Finance Financial Advisory Investment Advisory Securities Wealth Financial Planning Alternative Investments Banking Financial Analysis Financial Planners Iras Insurance Investment Strategies Leadership Long Term Care Series 63 Series 7 Tax Credit Email Marketing Business Planning Client Services Charity Work Investment Management Term Life Insurance
Interests:
Casinos Exercise Investing Politics Traveling Electronics Reading Music Sports Human Rights Animal Welfare Travel Movies Collecting Health
Nike Mar 2008 - Mar 2015
Creative Director
503 Media & Events Mar 2008 - Mar 2015
President and Co-Founder
Motionball For Special Olympics 2003 - 2012
Chairman Emeritus
Tedxportland 2003 - 2012
Curator
University of Oregon Aug 2005 - Jul 2007
Brand Director - Holden Leadership Center
Education:
University of Oregon 2005 - 2007
Masters, Master of Public Administration, Public Administration, Management
Xavier University 2002 - 2004
Master of Education, Masters, Human Resource Development
The University of British Columbia 1995 - 2000
Bachelors, Bachelor of Arts, Psychology
Skills:
Brand Management Event Planning Social Media Social Media Marketing Leadership Sponsorship Event Management Public Speaking Recruiting Sports Management Public Relations Marketing Strategy Strategic Planning Human Resources Leadership Development Integrated Marketing Onboarding Creative Direction Executive Search Sourcing Employer Branding Strategic Communications Strategy Strategic Partnerships Marketing Sports Marketing Project Management Organizational Development Team Leadership
D3 Systems, Inc Feb 2013 - Jan 2018
Statistical Programmer
D3 Systems, Inc Feb 2013 - Jan 2018
Senior Statistical Programmer
D3 Systems, Inc Aug 2012 - Feb 2013
Consultant
D3 Systems, Inc May 2012 - Aug 2012
Intern
American University Aug 2011 - May 2012
Graduate Assistant
Education:
American University 2011 - 2013
Masters, Statistics
Purdue University 2001 - 2006
Bachelors, Bachelor of Arts, History
Skills:
Spss Data Analysis Statistics Research Stata Qualitative Research Quantitative Research R Policy Analysis Survey Research Analysis Program Evaluation Public Policy Quantitative Analytics Sas Non Profits Project Management Survey Design International Development Sql Geographic Information Systems Shiny Statistical Programming Statistical Software Keras Tensorflow Statistical Data Analysis Data Management Github