Northern Trust Corporation
Senior Vice President and Senior Wealth Advisor
J.p. Morgan Mar 1, 2012 - Jun 2017
Executive Director and Wealth Strategist
Bernstein Private Wealth Management Apr 1997 - Mar 2012
Director - Wealth Management Group
Sutro & Co Sep 1994 - Mar 1997
Registered Investment Representative
Education:
University of Southern California 1992 - 1996
Bachelors, Bachelor of Science, Business Administration
Geoffrey Gurzler, Jeff Dambrosio, Jessica Simpson, Alexander Cernik, Patrick Frost, Nicole Haley, Daniel Frost, Glen Segarra, Brian Cady, Jonathan Dewolf, Alex Cernik, Christopher Smith
Crestview Elementary School Cottage Grove MN 1974-1980, St. Paul Park Junior High School St. Paul Park MN 1981-1982, Coon Rapids Middle School Coon Rapids MN 1982-1983
Community:
Beverly Shaddrick, Susan Olson, Bryan Simmonds, Nicole Hallin, Lori Tabor, Carrie Enlund, Teressa Deel, Shawn Hentges, Ken Zeman, Meaghan Weaver
Erik Hendrickson (1984-1988), Paul Beske (1969-1973), Laurie Grant (1984-1988), Janet Eberhart (1970-1974), Virginia Dunn (1963-1967), David Johnson (1961-1965)