Industry:
Investment Management
Work:
Wells Fargo
Executive Vp, Chief Investment Officer
Blockbuster 1994 - 1996
Senior Financial Analyst
Raymond James 1993 - 1994
Financial Advisor
Education:
Nova Southeastern University 1996
Master of Accountancy, Masters, Accounting
Syracuse University
Bachelors, Bachelor of Arts, Political Science
Skills:
Alternative Investments
Global Financial Services
Wealth Management
Asset Management
Portfolio Management
Hedge Funds
Investment Management
Private Equity
Derivatives
Executive Leadership
Revenue and Profit Growth
Business and Culture Transformation
Regulatory Compliance
Staff Leadership and Development
Product Innovation and Development
Risk Mitigation and Management
Key Performance Indicators
Data Analysis
Value Creation
Return on Investment
Board Relations
Stakeholder Engagement
Thought Leadership
Program and Policy Development
Organizational Change Management
Relationship Management
Cost Reduction and Containment
Solution Development
Talent Recruiting and Retention
Budget Administration
C Level and Cross Functional Communications
Business Development
Negotiation Strategies
Financial Analysis and Reporting
P&L Management
Investment Strategies
Mergers and Acquisitions
High Net Worth Client Services
Strategic Planning
Sales and Marketing Leadership
Go To Market Business Strategies
Certifications:
Series 24, 7, and 63 Licenses
