Wells Fargo Apr 2013 - Nov 2017
Senior Vice President, Wealth Advisor
Bank of America Apr 2013 - Nov 2017
Private Client Advisor, Senior Vice President
Network For Teaching Entrepreneurship (Nfte) Jul 1, 2011 - Jun 2017
Advisory Board Member
Community Foundation In Montgomery County Md Jul 1, 2011 - Jun 2017
Member Board of Directors
Wells Fargo Jun 2012 - Apr 2013
Senior Vice President, Senior Wealth Planner
Education:
University of Virginia 1997
Doctor of Jurisprudence, Doctorates, Law
University of Virginia 1993 - 1997
Masters, Master of Arts
University of Virginia School of Law 1994 - 1997
Doctor of Jurisprudence, Doctorates, Law
University of Virginia 1994
Master of Fine Arts, Masters
Georgetown University 1987 - 1991
Bachelors, Bachelor of Arts, International Relations
Georgetown Day School 1973 - 1986
Skills:
Estate Planning Trusts Financial Advisory Mergers and Acquisitions High Net Worth Individuals Strategic Planning Wills Investments Start Ups Estate Law Private Equity Succession Planning Public Speaking Business Strategy Entrepreneurship Wealth Fundraising Mergers Tax Asset Protection Contract Negotiation Non Profits Corporate Governance Legal Research Corporate Development Corporate Law