J.p. Morgan Oct 2005 - Apr 2010
Senior Banker
Bank of America Oct 2005 - Apr 2010
Market Executive For East Coast Florida, Managing Director, Southeast Family Office Executive
Bank of America Private Bank Jan 1996 - Oct 2005
Senior Vice President
Education:
The Wharton School 2012 - 2014
Bachelors, Bachelor of Business Administration, Banking, Management
College of Charleston 1986 - 1991
Bachelors, Bachelor of Arts, Political Science
Skills:
Investments Investment Management Wealth Management Banking Wealth Management Services Estate Planning Portfolio Management High Net Worth Individuals Asset Management Management Loans Finance Alternative Investments Asset Allocation Series 7 Equities Mutual Funds Credit Wealth Due Diligence Financial Services Financial Analysis Insurance Real Estate Financing Personal Financial Planning Real Estate Securities Private Equity Personal Finance Financial Planning Risk Management Capital Markets Fixed Income Hedge Funds Investment Advisory Private Banking
Interests:
Economic Empowerment Politics Education Environment Arts and Culture Health