Auctus Impact Fund Jun 2016 - Jan 2017
Director of Investor Relations and Investment Committee
Saint-Clair Wealth Management Mar 2011 - Dec 2016
Founder and President
First American Trust, Fsb Jul 1984 - Feb 2011
Senior Vice President and Registered Investment Advisor
Education:
Yale School of Management 1980 - 1983
Masters, Financial Management, Finance
University of Connecticut - Stamford 1973 - 1977
Masters, Statistics
Fordham University 1963 - 1967
Bachelors, Philosophy
Skills:
Finance Leadership Strategic Planning Investments Mutual Funds Financial Services Retirement Planning Financial Planning Life Insurance Investment Strategies Public Speaking Microsoft Word Team Building Project Management Sales Sales Management Insurance Portfolio Management Time Management Alternative Investments Account Management Financial Analysis Business Strategy New Business Development Business Planning Investment Banking Customer Service Management Marketing Social Media Financial Advisory Strategy Wealth Management Asset Management Risk Management Training Securities