Location
West Palm Beach, FL, US
Work
- Managing Partner @ Global Trust Asset Management, LLC
- Partner @ Nowlen, Holt & Miner, P.A.
Education
- 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
Skills
- Portfolio Management
- Financial Planners
- Accounting
- Estate Planning
- Strategic Financial Planning
- Due Diligence
- Investments
- Retirement Planning
- Private Equity
- Wealth Management
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