Focus Financial
President
Focus Financial Aug 2000 - Nov 2002
Chief Operating Officer
Focus Financial Nov 1993 - Jul 2000
Operations Manager and Controller
Ids Financial Services Nov 1989 - Oct 1993
Financial Advisor Associate and District Sales Operations
Education:
University of St. Thomas 1990
Bachelors, Bachelor of Arts, Finance
University of North Dakota 1989
Bachelors, Bachelor of Arts, Finance
Skills:
Finance Financial Advisory Wealth Management Strategy Financial Planning Executive Management Wealth Management Services Rias Retirement Planning Independent Financial Advice Investment Advisory Services Business Development Securities Regulation Portfolio Management Asset Allocation Financial Services Mergers and Acquisitions Succession Planning Strategic Thinking Investments Risk Management Investment Advisory Business Customer Engagement Business Relationship Management Leadership Creative Problem Solving Sales Coaching Insurance Change Management Recruiting Practice Management Retirement Income Strategies
Interests:
Professional Networking Outdoor Adventures Cycling Behavioral Finance Strategic Planning History