Sunset Bay Board of Directors May 2003 - 2012
Treasurer
Ll Family Office Services May 2003 - 2012
Family Office Administrator
New York University Feb 2005 - Jan 2008
Vice President
Jpmorgan Chase & Co. Aug 1999 - Mar 2002
Vice President
First Union May 1985 - Aug 1999
Vice President
Education:
University of Delaware 1978 - 1982
Bachelors, Bachelor of Science, Business Administration, Management
Skills:
Trusts High Net Worth Individuals Wealth Management Tax Estate Administration Management Estate Planning Finance Securities Cash Management Wealth Management Services Banking Financial Analysis Financial Planning Retirement Series 63 Financial Services