Freestone Capital Management Sep 2014 - Mar 2018
Managing Director - Client Advisor
Mercer Advisors Sep 2014 - Mar 2018
Managing Director
Fred Alger Management, Inc. Apr 2013 - Aug 2014
Vice-President, Regional Marketing Manager - Ria and Bank Trust Channel - Western United States
Ctc | Mycfo May 2011 - Feb 2013
Director of Business Development
Evergreen Capital Management Jan 2010 - May 2011
Director of Sales and Marketing
Education:
Portland State University 1987 - 1991
Bachelors, Bachelor of Science, Business Administration, Management
Skills:
Wealth Management Asset Management Alternative Investments Investments Financial Services Sales Management Investment Advisory Customer Retention New Business Development Marketing Strategy Investment Strategies Marketing Management Asset Allocation Family Office Managing Accounts New Business Acquisition Client Retention Managerial Finance Financial Management Managed Accounts