Merrill Lynch
Managing Director, Private Wealth Manager
J.p. Morgan Aug 2009 - May 2019
Executive Director
Com Investments Mar 2004 - Mar 2008
Cfo, Vice President and Secretary
Eagle River Nov 1998 - Mar 2008
Principal and Chief Financial Officer
Jpmorgan Securities Jan 1996 - Nov 1998
Associate - High Yield Finance
Education:
Cornell University 1990 - 1994
Bachelors, Bachelor of Science, Applied Economics, Business Management
Skills:
Banking Asset Management Investments Portfolio Management Asset Allocation Finance Private Equity Corporate Development Financial Modeling Capital Markets Venture Capital Corporate Finance Executive Management Valuation Hedge Funds Investment Banking Equities Financial Analysis Mergers and Acquisitions Investor Relations Due Diligence Estate Planning Wealth Management Financial Structuring Alternative Investments