Work:
Jpmorgan Chase & Co.
Executive Director
Oppenheimer & Co. Inc.
2001 - 2003
Financial Advisor
Equilibrium (Eq)
1997 - 1999
National Sales Manager
J.p. Morgan
1997 - 1999
Executive Director
Education:
The Wharton School 2005 - 2005
Depauw University 1992 - 1996
Bachelors, Bachelor of Arts, Communications
Seven Hills High School 1988 - 1992
Skills:
Asset Allocation, Wealth Management, Series 7, Securities, Alternative Investments, Investment Advisory, Retirement Planning, Asset Management, Investments, Series 63, Mutual Funds, Asset Managment, Equities, Hedge Funds, Portfolio Management, Strategy, Banking, Management, Fixed Income, Investment Management, Investment Strategies, Leadership, Strategic Planning