Merill Lynch Aug 1994 - Jan 2006
Senior Vice President-Wealth Manager
First Financial Equity Corporation Aug 1994 - Jan 2006
Senior Vice President-Wealth Manager
First Financial Bank Aug 1994 - Jan 2006
Senior Vice President
Education:
Harvard Business School 1973 - 1975
Master of Business Administration, Masters, Marketing
Skills:
Investments Portfolio Management Financial Analysis Asset Management Investment Advisory Business Strategy Executive Management Mutual Funds Asset Allocation Insurance Cash Management Fixed Annuities Asset Managment Series 63 Retirement Planning Financial Advisory Series 7 Public Speaking Alternative Investments Research Equity Research Strategic Financial Planning