Resumes
Resumes

Owner, Regatta Capital Group
View pagePosition:
Principal & Director of Investment Management at Regatta Capital Group
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work:
Regatta Capital Group since Nov 2007
Principal & Director of Investment Management
Edward Jones Feb 2001 - Nov 2007
Financial Advisor
Laerdal Medical 1990 - 1998
Product Developer
Principal & Director of Investment Management
Edward Jones Feb 2001 - Nov 2007
Financial Advisor
Laerdal Medical 1990 - 1998
Product Developer
Education:
UCLA 2002 - 2004
Professional Designation in Personal Financial Planning, Financial Planning and Services California State University-Long Beach 1987 - 1992
Bachelor of Science (BS), Industrial and Product Design Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, General
Professional Designation in Personal Financial Planning, Financial Planning and Services California State University-Long Beach 1987 - 1992
Bachelor of Science (BS), Industrial and Product Design Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, General
Honor & Awards:
Five Star Wealth Manager, as published in Los Angeles Magazine, 2010, 2011
