Batstone Asset Management
Wealth Manager at Batstone Asset Management
Benpro 2016 - 2016
Chief Executive Officer
Wealth Advisors (India) Pvt. Ltd Jan 2006 - Dec 2012
Personal Wealth Manager
Reliant Capital Group Jan 2006 - Dec 2012
Wealth Manager and Financial Consultant
Ameriprise Financial Services, Inc. Jun 1992 - Dec 2005
Senior Financial Advisor
Education:
San Diego State University 1989 - 1992
Bachelors, Bachelor of Business Administration, Bachelor of Science, Business Administration, Psychology
Skills:
Small Business Finance Investments Financial Advisory Retirement Planning Estate Planning Financial Planning Wealth Wealth Accumulation Retirement Employee Benefits Loans Management Portfolio Management Investment Advisory Business Development Leadership Project Planning Tax Efficiency Series 7 Financial Analysis Wealth Management Marketing Strategy