Kings Point Capital
Director
Steel Vine Investments, Llc Jan 2013 - Apr 2013
Partner
Constellation Associates A Division of Btig Oct 2011 - Dec 2012
Director
Jetstream Capital Mar 2005 - Oct 2011
Director of Client Service
Merrill Lynch Feb 2002 - Feb 2005
Private Wealth Management
Education:
Vanderbilt University - Owen Graduate School of Management 1997 - 1999
Master of Business Administration, Masters, Finance
Brigham Young University 1987 - 1994
Bachelors, Bachelor of Science, Management
Skills:
Private Equity Mutual Funds Alternative Investments Financial Modeling Asset Allocation Investment Management Fixed Income Investments Venture Capital Hedge Funds Investment Advisory Wealth Management Services Fund of Funds Equities Portfolio Management Asset Managment Valuation Investment Strategies Derivatives Capital Markets Equity Research Investment Banking Bloomberg Due Diligence Corporate Finance Securities
Certifications:
License 50943 Cfa Institute, License 50943 Chartered Financial Analyst (Cfa)