Weild & Co. Jul 2017 - Sep 2019
Securities Principal, Account Executive
Company Vitals Jul 2017 - Sep 2019
Fractional Chief Financial Officer and Director of Chief Financial Officer Training Program
Vortex Financial Sep 2015 - Jul 2017
Independent Consultant
Piper Jaffray Jul 2013 - Sep 2015
Principal
Raymond James Dec 2010 - Mar 2012
Vice- President
Education:
University of Utah - David Eccles School of Business 1996 - 1997
Master of Business Administration, Masters, Marketing, Management
Brigham Young University 1984 - 1989
Bachelor of Applied Science, Bachelors, Accounting
Skills:
Fixed Income Investments Bloomberg Bonds Financial Modeling Financial Analysis Trading Capital Markets Asset Management Series 7 Investment Banking Equities Due Diligence Securities Project Finance Financial Reporting Public Accounting/Tax Services
Languages:
English Thai
Certifications:
Certified Public Accountant (Currently Dormant) Securities Licenses: 7, 63, 65, 24 and 82 Certified Public Accountant