Resumes
Resumes
Senior Vice President
View pageLocation:
25 Douglass Dr, Trabuco Canyon, CA 92679
Industry:
Financial Services
Work:
InvestCore Partners - Aliso Viejo, CA since Dec 1999
CEO, Owner
Avalon Asset Management Apr 2006 - Jul 2012
CEO, Owner
Tempest Asset Management - Irvine, CA 2001 - 2002
Partner, Owner
Hot Stuff - Madison, WI 1999 - 2002
Owner
Tradeline Brokerage Services - Irvine, CA 1995 - 1999
Sales Manager, Senior Commodities Specialist
CEO, Owner
Avalon Asset Management Apr 2006 - Jul 2012
CEO, Owner
Tempest Asset Management - Irvine, CA 2001 - 2002
Partner, Owner
Hot Stuff - Madison, WI 1999 - 2002
Owner
Tradeline Brokerage Services - Irvine, CA 1995 - 1999
Sales Manager, Senior Commodities Specialist
Education:
University of Wisconsin-Madison 1988 - 1992
BS, Economics
BS, Economics
Skills:
Options
Alternative Investments
Trading
Commodity
Risk Management
Financial Services
Entrepreneurship
Investments
Investment Strategies
Financial Advisory
Strategic Financial Planning
Start Ups
Asset Management
Trading Systems
Foreign Exchange
Managed Futures
Hedge Funds
Mutual Funds
Ceos
Financial Planning
Finance
Insurance
Equities
Retirement Planning
Commodity Trading Advisor
Technical Analysis
Business Development
Asset Allocation
Trading Strategies
Funding
Sales
Marketing
Marketing Strategy
Sales Management
Bonds
Hedging
Investment Advisory
Alternative Investments
Trading
Commodity
Risk Management
Financial Services
Entrepreneurship
Investments
Investment Strategies
Financial Advisory
Strategic Financial Planning
Start Ups
Asset Management
Trading Systems
Foreign Exchange
Managed Futures
Hedge Funds
Mutual Funds
Ceos
Financial Planning
Finance
Insurance
Equities
Retirement Planning
Commodity Trading Advisor
Technical Analysis
Business Development
Asset Allocation
Trading Strategies
Funding
Sales
Marketing
Marketing Strategy
Sales Management
Bonds
Hedging
Investment Advisory
Languages:
English
Awards:
Inc. 500/5000 CEO
Top 100 Fast-Growing Private Companies
Orange County Business Journal
Top 100 Fast-Growing Private Companies
Orange County Business Journal
Certifications:
Series 3
Series 30
Commodity Trading Advisor (Cta)
Ca Insurance License
Series 65 Registered Investment Advisor
Series 30
Commodity Trading Advisor (Cta)
Ca Insurance License
Series 65 Registered Investment Advisor
Owner
View pageLocation:
8001 Irvine Center Dr, Irvine, CA 92618
Industry:
Financial Services
Work:
Summit Financial
Owner
Owner
Education:
University of Wisconsin - Madison 1988 - 1991
Bachelors, Bachelor of Arts, Economics
Bachelors, Bachelor of Arts, Economics
Ceo, Owner - Investcore Partners
View pagePosition:
CEO, Owner at InvestCore Partners
Location:
Orange County, California Area
Industry:
Financial Services
Work:
InvestCore Partners - Aliso Viejo, CA since Dec 1999
CEO, Owner
Avalon Asset Management Apr 2006 - Jul 2012
CEO, Owner
Tempest Asset Management - Irvine, CA 2001 - 2002
Partner, Owner
Hot Stuff - Madison, WI 1999 - 2002
Owner
Tradeline Brokerage Services - Irvine, CA 1995 - 1999
Sales Manager, Senior Commodities Specialist
CEO, Owner
Avalon Asset Management Apr 2006 - Jul 2012
CEO, Owner
Tempest Asset Management - Irvine, CA 2001 - 2002
Partner, Owner
Hot Stuff - Madison, WI 1999 - 2002
Owner
Tradeline Brokerage Services - Irvine, CA 1995 - 1999
Sales Manager, Senior Commodities Specialist
Education:
University of Wisconsin-Madison 1988 - 1992
BS, Economics
BS, Economics
Skills:
Managed Futures
Alternative Investments
Commodity Trading Advisor
Commodity
Entrepreneurship
CEOs
Risk Management
Trading Systems
Insurance
Foreign Exchange
Financial Advisory
Mutual Funds
Trading
Financial Services
Options
Alternative Investments
Commodity Trading Advisor
Commodity
Entrepreneurship
CEOs
Risk Management
Trading Systems
Insurance
Foreign Exchange
Financial Advisory
Mutual Funds
Trading
Financial Services
Options
Awards:
Inc. 500/5000 CEO
Top 100 Fast-Growing Private Companies
Orange County Business Journal
Top 100 Fast-Growing Private Companies
Orange County Business Journal
Certifications:
Series 3
Series 30
Commodity Trading Advisor (CTA)
CA Insurance License
Series 30
Commodity Trading Advisor (CTA)
CA Insurance License