San Diego, California, United States
Successful, results-generating investment management professional with over seventeen years in the financial services industry. Extensive financial planning and portfolio management experience as well as client relationship management and business development experience. Has helped clients navigate through life's major events, including planning for children's education, effectively transitioning into retirement and thoughtful legacy planning for loved ones or next-of-kin. Considerable training in investment management including valuation analysis, strategic and tactical asset allocation, analysis and application of capital market expectations, financial statement analysis and quantitative methods.