Location
Dana Point, CA, US
Work
- Senior Portfolio Manager @ Self-employed, Monarch Fund Advisors
- Director, Capital Markets @ Robert W. Baird & Co.
- Director @ RBC Capital Markets
- Vice President, Capital Markets @ ABN AMRO Bank N.V.
- Vice President, Futures Division @ Rodman & Renshaw
- Institutional Financial Futures Division @ Drexel Burnham Lambert
Education
- UC Berkeley
Skills
- Investments
- Series 7
- Equities
- Wealth Management
- Valuation
- Financial Modeling
- Private Equity
- Asset Managment
- Alternative Investments
- Capital Markets
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