Rubinbrown Llp
Vice President - Rubinbrown Advisors, Llc and Manager - Rubinbrown Llp
Bdo Usa, Llp Jun 2015 - Aug 2017
Director - Wealth Advisory Services
Stone Carlie Jan 1, 2003 - Jun 2015
Principal, Investment Advisor Representative
Ey Oct 2000 - Jan 2003
Associate In the Personal Financial Consulting Group
A.g. Edwards & Sons, Inc. 1994 - Oct 2000
Financial Planning Associate
Education:
University of Missouri - Saint Louis 1992 - 1996
Bachelors, Bachelor of Science, Business Administration, Accounting
Skills:
Finance Management Personal Finance Analysis Accounting Financial Analysis Income Tax Due Diligence Financial Advisory Tax Financial Planners High Net Worth Individuals Retirement Planning Financial Modeling Retirement Managerial Finance Asset Allocation Portfolio Management Asset Managment Investment Advisory Investments Mutual Funds Regulatory Compliance
Certifications:
Certified Investment Management Analyst (Cima) Investment Management Consultants Association (Imca)