Industry:
Financial Services
Work:
U.s. Trust Jun 1, 2005 - Mar 1, 2010
Regional Trust Executive; Managing Director
Bank of America Jun 1, 2005 - Mar 1, 2010
Regional Trust Executive; Senior Vice President
Whittier Trust Company Jun 1, 2005 - Mar 1, 2010
Executive Vice President; Northwest Region Manager
Union Bank Sep 1, 2002 - 2005
Regional Manager
Ing/Northern Life Sep 1995 - Sep 2002
V.p., Marketing Programs Director
Education:
University of Washington School of Law 1988 - 1991
Doctor of Jurisprudence, Doctorates, Law
Oberlin College 1974 - 1978
Bachelors, Bachelor of Arts, Psychology, English
Chestnut Hill Academy
Skills:
Asset Allocation
Wealth Management
High Net Worth Individuals
Asset Managment
Investment Advisory
Estate Planning
Private Banking
Investment Management
Investments
Series 7
Wealth Management Services
Alternative Investments
Portfolio Management
Asset Management
Equities
Fixed Income
Wealth
Retirement
Financial Advisory
Securities
Retirement Planning
Trust Services
Hedge Funds
Investment Strategies
Trusts
Strategic Financial Planning
Trusteeship
Financial Planning
Management
