Carlsbad, California, United States



  • Chartered Financial Analyst (CFA) Institute' s CFA Program

    Security Analysis / Portfolio Management

    2014 - 2015
  • Creighton University

    Master of Security Analysis / Portfolio Management

    2009 - 2011
  • University of Arizona, Eller College of Management

    B.S. Business Administration (Finance)

    1993 - 1998
  • College for Financial Planning

    Accredited Asset Management Specialist (AAMS) Designation (Asset Management)

  • Insurance Institute of America

    Associate in Risk Management (Risk Management)


  • Leadership
  • D&O
  • Microsoft Word
  • Analytics
  • Healthcare
  • Financial Analysis
  • Business Intelligence
  • Sales
  • Hospitals

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