Resumes
Resumes
President
View pageLocation:
11823 north 52Nd Pl, Scottsdale, AZ 85254
Industry:
Financial Services
Work:
Heritage West Capital Corporation Mar 2000 - Nov 14, 2016
President
Sagepoint Financial Jan 1, 2002 - Nov 14, 2016
Financial Advisor, Registered Principal, Investment Advisor Representative
President
Sagepoint Financial Jan 1, 2002 - Nov 14, 2016
Financial Advisor, Registered Principal, Investment Advisor Representative
Education:
Columbia Business School 1972 - 1974
Master of Business Administration, Masters, Marketing, Finance University of Southern California 1969 - 1972
Bachelors, Bachelor of Arts, Economics Lawrence Woodmere Academy 1960 - 1968
Columbia University
University of Southern California
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration
Master of Business Administration, Masters, Marketing, Finance University of Southern California 1969 - 1972
Bachelors, Bachelor of Arts, Economics Lawrence Woodmere Academy 1960 - 1968
Columbia University
University of Southern California
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration
Skills:
Investments
Portfolio Management
Financial Planning
Life Insurance
Annuities
Business Strategy
Mergers and Acquisitions
Financial Analysis
Start Ups
Finance
Management Consulting
Small Business
Due Diligence
Executive Management
Litigation Support
Financial Advisory
Retirement Planning
Securities
Financial Services
Investment Advisory
Portfolio Management
Financial Planning
Life Insurance
Annuities
Business Strategy
Mergers and Acquisitions
Financial Analysis
Start Ups
Finance
Management Consulting
Small Business
Due Diligence
Executive Management
Litigation Support
Financial Advisory
Retirement Planning
Securities
Financial Services
Investment Advisory
Interests:
Christianity
Electronics
Outdoors
Reading
Automobiles
Family Values
Electronics
Outdoors
Reading
Automobiles
Family Values
Languages:
English
Certifications:
Registered Financial Consultant
Arizona Insurance License - Life, Health Annuity, Property & Casualty
Finra Securities Registered - Series 3,7,24,63,65
Arizona Insurance License - Life, Health Annuity, Property & Casualty
Finra Securities Registered - Series 3,7,24,63,65