Pickwick Capital Partners
Managing Director
Aeon Family of Funds Jul 2017 - Jun 2018
Executive Vice President Private Equity
Boustead Securities Jul 2017 - Jun 2018
Managing Director
Swain Capital Group Jul 2017 - Jun 2018
Managing Member
Bernstein Private Wealth Management Jan 2012 - Mar 2013
Vice President
Education:
Syracuse University 1977 - 1981
Bachelors, Bachelor of Arts, Marketing, Psychology, Finance
Skills:
Alternative Investments Asset Management Strategic Financial Planning Asset Allocation Hedge Funds Foundations Securities Wealth Management Financial Advisory Investment Strategies Investment Management Investment Banking Investment Advisory Bonds Portfolio Management Financial Planning Corporate Development Valuation Financial Modeling Financial Services Strategic Wealth Transfer Fixed Income Financial Markets Ipo Financial Structuring Emerging Markets Derivatives Bloomberg High Net Worth Individuals Private Placements Wealth Retirement Planning Estate Planning Capital Structure Advice Series 7
West Palm Beach, Fl. Atlanta,Ga Washington, DC New York, NY Santa Monica, Ca Paris, France Hydra, Greece London, England Kuwait City Islamabad, Pakistan Casablanca, Morrocco Portland, Ore
Santa Fe Trail Elementary School Overland Park KS 2004-2008
Community:
Jo Puetz, Kristina Goethem, Trent Ballard, Jordan Willmes, Billie Lubis, Scott Warner, Carmen Rice, Jessica Plummer, William Whitaker, Bruce Fleming, Amanada Taylor
Barbara Thornton, Janice Reese, Bill Chambliss, Carol Calloway, Bessie Evans, Delores Lewis, Jessica Barber, Don Smartt, Sharon Bright, Ina Lowe, Barbara Bruce
y day Eric Swain and Troy Bernier are a couple of mild-mannered, middle-aged desk jockeys from Florida, but their wildest dreams come to life after hours when they get together to make fantastical sci-fi movies with the help of a green screen, amateur actors, and retro-futuristic computer graphics.