West Palm Beach, FL, US



  • Harvard University

    Master of Liberal Arts (ALM), Finance Harvard University Extension School

  • Wilbur O. and Ann Powers College of Business at Clemson University

    Master of Professional Accountancy (MPAcc) (Taxation)

    2002 - 2003
  • Harvard University

    Graduate Certificate in Corporate Finance

  • Clemson University

    B.S. (Accounting)

    1998 - 2003


  • Portfolio Management
  • Financial Planners
  • Accounting
  • Estate Planning
  • Strategic Financial Planning
  • Due Diligence
  • Investments
  • Retirement Planning
  • Private Equity
  • Wealth Management

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