Wells Fargo Securities Aug 1, 2009 - Aug 2018
Managing Director, Co-Head Education and Nonprofit Group
Bank of America Merrill Lynch Jan 1995 - Jul 2009
Managing Director
Jan 1995 - Jul 2009
Managing Director, Co-Head Education and Nonprofit
Education:
University of California
University of California, Berkeley, Haas School of Business
Master of Business Administration, Masters, International Finance
University of California, Berkeley
Bachelors, Bachelor of Arts, American History
Skills:
Bonds Alternative Investments Bloomberg Fixed Income Capital Markets Investments Hedge Funds Asset Management Investment Banking Valuation Series 63 Financial Analysis Private Equity Securities Series 7 Portfolio Management Strategic Planning Financial Modeling
Securities & Investment Fraud General Practice Corporate Real Estate Mergers and Acquisitions Fund Formation Technology Licensing
ISLN:
912426462
Admitted:
1997
University:
The London School of Economics and Political Science, London, United Kingdom; The London School of Economics and Political Science, London, United Kingdom; University of Michigan, B.A., 1992
Law School:
University of California, Hastings College of the Law, J.D., 1996