Mechanics Bank
Senior Investment Manager
City National Bank Aug 2010 - Sep 2012
Vice President, Senior Private Client Advisor
Bny Mellon Mar 2001 - Sep 2010
Vice President - Senior Portfolio Manager
Wells Fargo Nov 1990 - Feb 2001
Vice President - Senior Portfolio Manager
Kidder Peabody & Co Jun 1983 - Jun 1990
Regional Syndicate Manager Assistant Vice-President
Education:
California State University
Bachelors, Bachelor of Arts, Communications
Skills:
Marketing Strategy Leadership Management Investment Management Alternative Investments Coaching Equities Customer Service Estate Planning Finance Financial Analysis Financial Planning Financial Services Fixed Income High Net Worth Individuals Portfolio Management Mutual Funds Iras Investments Investment Strategies Investment Advisory Private Banking Securities Wealth Management Wealth Management Services
Independence Junior High School Palos Heights IL 1979-1981
Community:
Bill Wirtz, Marilyn Sweeney, Kathryn Davis, Jennifer Nykiel, Jill Kelleher, Kathleen Eisin, Diane Benoit, Jenine Gollogly, Lidjia Bilus, Kelly Small, Linda Keen
Biography:
Life
I moved from Chicago to Atlanta in 2006 and loving it so far. It was an oppo...
Independence Junior High School Palos Heights IL 1979-1981
Community:
Bill Wirtz, Marilyn Sweeney, Kathryn Davis, Jennifer Nykiel, Jill Kelleher, Kathleen Eisin, Diane Benoit, Jenine Gollogly, Lidjia Bilus, Kelly Small, Linda Keen