Private
Managing Director, Senior Wealth Advisor
Hightower Jul 2016 - Aug 2018
Executive Director
Acacia Wealth Advisors Nov 1, 2007 - Jul 2016
Senior Vice President, Wealth Strategies
Stone Carlie Feb 2003 - Nov 2007
Senior Manager, Investment Advisory Services
Ey 1999 - Feb 2003
Manager, Investment Advisory Services
Education:
San Diego State University 1989 - 1994
Bachelors, Bachelor of Science, Business Administration
Languages:
English
Certifications:
Chartered Financial Analyst Certified Financial Planner Certified Investment Management Analyst Cfa Institute Cfp Board Investment Management Consultants Association Cfa