Capital Advice Llc Dec 2005 - Oct 2014
Managing Partner
Upton Financial Group Dec 2005 - Oct 2014
President, Arizona Office
Upton Financial Group Feb 1995 - Dec 2005
Managing Partner
Education:
The University of Texas at El Paso 1970 - 1972
Bachelors, Bachelor of Business Administration, Finance
Texas A&M University 1968 - 1970
Skills:
Mergers and Acquisitions Finance Start Ups Corporate Development Private Equity Entrepreneurship Investment Banking Venture Capital Strategy Due Diligence Mergers Financial Services Business Planning Securities Valuation Business Strategy Business Valuation Management Financial Analysis Divestitures Leadership Capital Funding Licensing Business Brokerage Sales Corporate Finance Business Acquisition