RighTail Consulting since Oct 2007
Founder
CFA Institute 2009 - 2010
Substitute DO
CFA Columbus 1993 - 2009
Ex President
Columbus Stock & Bond Club 1993 - 2009
Member
Sweetwater Asset Management LLC Nov 2005 - Sep 2007
Chief Compliance Officer/Portfolio Manager
Education:
Kent State University - Graduate School of Management 1978 - 1981
MBA, Finance - Internatioanl business
Wittenberg University 1974 - 1978
BA, Political science/Intl relations
Skills:
Financial Modeling Portfolio Management Risk Management Mergers and Acquisitions Financial Analysis Strategic Financial Planning Management Business Development Investments Entrepreneurship Financial Planning Finance Treasury Management Microsoft Excel Accounting Equity Research Analysis Securities Leadership Certified Treasury Professional Microsoft Word Microsoft Powerpoint Bloomberg Terminal Asset Management Credit Equity Research Analysis Corporate Finance Cash Flow Investment Banking Ipo Hedge Funds Consulting Sales Cash Management Policy Mutual Funds Asset Allocation Financial Risk Strategic Planning Mergers