The Longview Partners May 2010 - Jan 2015
Partner
Hill Investment Group May 2010 - Jan 2015
Director of Client Development
Guggenheim Partners Sep 2007 - Jan 2009
Vice President, Sales
Merrill Lynch Apr 2002 - Sep 2007
Financial Advisor
The Legacy Specialists Jan 2002 - Apr 2002
Founder
Education:
University of California, Los Angeles 1989 - 1991
Master of Business Administration, Masters, Marketing, Finance
Princeton University 1981 - 1985
Bachelors, Bachelor of Arts, Economics
Mary Institute and Saint Louis Country Day School 1973 - 1981
St. Louis Country Day School 1973 - 1981
Skills:
Investments Asset Management Wealth Management Business Development Strategic Planning Retirement Planning Strategic Financial Planning Alternative Investments Finance Asset Allocation Investment Management Investment Advisory Sales Private Equity Mutual Funds