Location
Los Angeles, CA, US
Work
- Managing Director @ KCS Wealth Advisory, LLC
- President and Financial Advisor @ LGA Financial
- Vice President, Corporate Operations @ Loring Ward
- Vice President and Controller @ Digital Coast Partners
- CFO @ CoMac Partners
Education
- UCLA
PFP
2004 - 2005 - NYU Stern School of Business
MBA
1994 - 1996 - Brandeis University
BA
1990 - 1994
- Montclair Kimberly Academy
High School
1983 - 1990
Skills
- Securities
- Wealth Management
- Series 7
- Financial Planners
- Investment Advisory
- Portfolio Management
- Series 63
- Retirement
- Financial Planning
- Alternative Investments
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