Location
Philadelphia, PA, US
Work
- Vice President, Marketing and Thought Leadership @ SEI
- Director, Marketing @ Everest Capital
- Vice President, Product Development and Marketing and Thought Leadership @ SEI
- Vice President, Offshore Fund Marketing @ Nicholas Applegate
- Vice President, Offshore Funds @ Bank of America
- Vice President, Strategic Planning and Project MGMT @ Bank of America Financial Managment & Trust Services
- Vice President and Executive Assistant to the Vice Chairman @ Security Pacific Merchant Bank
- Assistant Vice President, Mergers and Acquisitions @ Security Pacific Merchant Bank
Education
- University Of California - Berkeley
Master of Business Administration (Real Estate, Finance)
1986 - 1988 - University of California - Davis
Bachelor of Science (Economics)
1979 - 1983
Skills
- Alternative Investments
- Hedge Funds
- Mutual Funds
- Series 7
- Equities
- Investment Management
- Financial Services
- Microsoft Office
- Project Management
- Marketing
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