Resumes
Resumes
Chief Investment Officer
View pageLocation:
102 east Main St, Emmett, ID 83617
Industry:
Financial Services
Work:
Bny Mellon Wealth Management Jul 2015 - Jul 2016
Vice President- Senior Wealth Manager
Pistol Creek Company Jul 2015 - Jul 2016
Chief Investment Officer
Ubs Jun 2012 - Jun 2014
Institutional Consulting
Wells Fargo Mar 2007 - Jun 2012
Vice President, Regional Director, Commercial Advisory Services
Leschi Venture Partners 2002 - Mar 2007
Managing Partner
Vice President- Senior Wealth Manager
Pistol Creek Company Jul 2015 - Jul 2016
Chief Investment Officer
Ubs Jun 2012 - Jun 2014
Institutional Consulting
Wells Fargo Mar 2007 - Jun 2012
Vice President, Regional Director, Commercial Advisory Services
Leschi Venture Partners 2002 - Mar 2007
Managing Partner
Education:
Seattle Pacific University 2017 - 2022
Bachelors, Bachelor of Arts Seattle Pacific University 1988 - 1992
Bachelors, Bachelor of Arts, Corporate Finance South Whidbey High School
Bachelors, Bachelor of Arts Seattle Pacific University 1988 - 1992
Bachelors, Bachelor of Arts, Corporate Finance South Whidbey High School
Skills:
Wealth Management
Portfolio Management
Investments
Retirement Planning
Investment Banking
Series 7
Strategic Planning
Investment Advisory
Financial Analysis
Strategy
Financial Advisory
Alternative Investments
Finance
Mutual Funds
Management
Mortgage Lending
401K
Pensions
Asset Management
Portfolio Management
Investments
Retirement Planning
Investment Banking
Series 7
Strategic Planning
Investment Advisory
Financial Analysis
Strategy
Financial Advisory
Alternative Investments
Finance
Mutual Funds
Management
Mortgage Lending
401K
Pensions
Asset Management
Regional Director At Wells Fargo And Owner, Leschi Venture Partners, Llc.
View pagePosition:
Regional Director at Wells Fargo, Owner at Leschi Venture Partners, LLC.
Location:
Greater Seattle Area
Industry:
Financial Services
Work:
Wells Fargo
Regional Director
Leschi Venture Partners, LLC.
Owner
Regional Director
Leschi Venture Partners, LLC.
Owner
Education:
Seattle Pacific University 1988 - 1992