Work:
Invesco AIM
since Mar 2008
Senior Client Portfolio Manager
Sanders Morris Harris
Feb 2007 - Feb 2008
Director of Institutional Research and Marketing
STREET PALADIN, LLC
(Sole Proprietorship)
2005 - Feb 2007
PRESIDENT
Columbia Management Group
1994 - 2004
SENIOR VICE PRESIDENT,SENIOR PORTFOLIO MANAGER/ EQUITY ANALYST
First Interstate Bank (Wells Fargo
1987 - 1994
VICE PRESIDENT, SENIOR PORTFOLIO MANAGER
Birr, Wilson; and, Boettcher & Co
1982 - 1987
VP, PARTNER, EQUITY ANALYST
Education:
University of Oregon
MBA, FinanceExtensive study in finance and economics beyond core requirements. 3.53/4.00 g.p.a.
Washington State University
BA, Hotel & Restaurant AdministrationSelf-funded 80% of education.
Skills:
Portfolio Management, Investments, Equities, Investment Management, Equity Research, Valuation, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Due Diligence, Investment Strategies, Management, Financial Markets, Financial Services, Etfs, Asset Allocation, Financial Advisory, Leadership, Wealth Management, Strategy, Finance, Institutional Investments, Hedging, Client Relationship Management, Capital Markets, Investment Banking, Investor Relations, Securities, Derivatives, Business, Wealth Management Services, Marketing Strategy, Investment Advisory, Private Equity, Bonds, Trading, Strategic Planning, Economics, Financial Risk, Emerging Markets, Financial Modeling, Options, Financial Analysis, Mergers and Acquisitions, Business Development
Interests:
Volunteering For Community Activities
Study of Leadership
Sailing
Hiking
Running
Bicycling
Economics and Geopolitics