Corporate Accelerator Forum
Leader
Accuray Jan 2016 - Sep 2016
Consulting Director, Customer Education
Diana Joseph Consulting Jan 2016 - Sep 2016
Founder
Citrix May 2013 - Jan 2016
Director, Innovation Enablement
Adobe Dec 2010 - Apr 2013
Senior Learning Research Manager and Learning Strategist
Skills:
Learning Analytics Design Research Qualitative Research User Experience Instructional Design E Learning Educational Technology Usability Testing Research Design Knowledge Management Technical Writing User Centered Design Research Teaching Curriculum Design Data Analysis Statistics Information Architecture Program Management Strategy Cross Functional Team Leadership Training Analytics Management Leadership Business Innovation Business Model Innovation Curriculum Innovation Innovation Consulting Start Ups Enterprise Software Consulting Crm
Barrington Strategic Wealth Management Group 2009 - Oct 2017
Managing Member, Chief Investment Officer
Telemus 2009 - Oct 2017
Partner, Co-Chief Investment Officer
Dearborn Partners 2005 - 2008
Chief Investment Officer and Managing Director of the Strategic Wealth Management Group
Mesirow Financial 2000 - 2005
Senior Managing Director and Senior Portfolio Manager
Education:
University of Miami School of Law 1985
Doctor of Jurisprudence, Doctorates
University of Miami 1976 - 1980
Bachelors, Bachelor of Business Administration, Management, Finance
Skills:
Customer Service Wealth Management Investments Portfolio Management Equities Mutual Funds Fixed Income