Industry:
Financial Services
Work:
Peak Trust Company
President and Chief Executive Officer
Peak Trust Company
Vice President and Trust Officer
Education:
Alaska Pacific University 2012 - 2014
Master of Business Administration, Masters, Leadership
Alaska Pacific University 2005 - 2008
Master of Business Administration, Masters
University of Alaska Anchorage 2004 - 2008
Bachelors, Bachelor of Business Administration, Logistics, Supply Chain Management
Skills:
Estate Planning
Wealth Management
Investments
Trust Services
Investment Strategies
Financial Planning
Retirement
Trusts
Strategic Financial Planning
Financial Services
Risk Management
Securities
Portfolio Management
Finance
Retirement Planning
Asset Protection
Estate Administration
High Net Worth Individuals
Management
Iras
Tax
Strategic Planning