Location
Salt Lake City, Utah, United States
Work
- Regional Vice President @ Wasatch Advisors
- Senior Vice President @ CAIS Group
- Vice President @ CAIS Group
- Regional Vice President @ LoCorr Funds
- Regional Manager @ Millburn Ridgefield Corporation
- Financial Advisor @ Wells Fargo
- Financial Advisor @ Merrill Lynch
Education
- University of Utah
Bachelor of Arts (Marketing)
2005 - 2008 - East High School1998 - 2001
Skills
- Asset Allocation
- Hedge Funds
- Finance
- Alternative Investments
- Financial Analysis
- Business Development
- Investments
- Due Diligence
- Customer Service
- Valuation
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