Sycamore Wealth Management
Managing Partner and Registered Principal
Morgan Stanley Jul 2009 - Aug 2018
First Vice President Wealth Management
Ubs Sep 1998 - Jul 2008
Vice President
Sep 1998 - Jul 2008
Managing
Education:
The American College of Financial Services 1999 - 2001
Master of Science, Masters, Financial Management, Finance
Griffin College 1986 - 1989
Bachelors, Bachelor of Science, Computer Science
Clover Park Technical College 1979 - 1982
Bachelor of Applied Science, Bachelors, Nursing
Certifications:
Applied Behavioral Finance Certified Financial Planner (Cfp) Certified Retirement Plans Specialist (Crps) Certified Investment Management Analyst (Cima) Advanced Investment Strategist Accredited Domestic Partnership Advisor (Adpa) Certified Private Wealth Advisor (Cpwa) Certificate In Financial Asset Management Certificate In Estate Planning and Taxation Accredited Estate Planner (Aep) Charter Retirement Planning Counselor (Crpc) Divorce Financial Analysts Chartered Life Underwriter (Clu) Chartered Financial Consultant (Chfc) Retirement Income Certified Professional (Ricp) Chartered Advisor Senior Living (Casl)