Resumes
Resumes

Co-Founder And Chief Executive Officer
View pageLocation:
1702 Byrd St, Baltimore, MD 21230
Industry:
Financial Services
Work:
Merrill Lynch-Halsey-Gaister-Collins Group - Columbia, Maryland since Sep 2010
Vice President and Certified Private Wealth Advisor
Academy of Finance - Howard County, Maryland since Oct 2007
Advisory Board Member
Morgan Stanley Jul 2007 - Sep 2010
Financial Advisor
Vice President and Certified Private Wealth Advisor
Academy of Finance - Howard County, Maryland since Oct 2007
Advisory Board Member
Morgan Stanley Jul 2007 - Sep 2010
Financial Advisor
Education:
The University of Chicago - Booth School of Business 2011 - 2012
Executive Education, Certified Private Wealth Advisor Program Wharton School, University of Pennsylvania 2010 - 2011
Executive Education, Certified Investment Management Analyst Program University of Maryland - Robert H. Smith School of Business
Executive Education, Certified Private Wealth Advisor Program Wharton School, University of Pennsylvania 2010 - 2011
Executive Education, Certified Investment Management Analyst Program University of Maryland - Robert H. Smith School of Business
Skills:
Financial Advisory
Investments
Finance
Investment Management
Investment Strategies
Hedge Funds
Management
Strategic Financial Planning
Entrepreneurship
Alternative Investments
Private Equity
Venture Capital
Investment Banking
Financial Services
Financial Planning
Strategic Planning
Financial Modeling
Estate Planning
Portfolio Management
Angel Investing
Family Office Management
Investments
Finance
Investment Management
Investment Strategies
Hedge Funds
Management
Strategic Financial Planning
Entrepreneurship
Alternative Investments
Private Equity
Venture Capital
Investment Banking
Financial Services
Financial Planning
Strategic Planning
Financial Modeling
Estate Planning
Portfolio Management
Angel Investing
Family Office Management
Certifications:
Investment Management Consultants Association
Certified Investment Management Analyst
Certified Private Wealth Advisor
Certified Investment Management Analyst
Certified Private Wealth Advisor