Resumes
Resumes
Managing Director
View pageLocation:
575 Market St, San Francisco, CA 94105
Industry:
Investment Management
Work:
Mission Creek Capital Partners Inc.
Managing Director
Financia Capital Jan 2002 - Jan 2014
Founder and Managing Principal
Vistage Worldwide, Inc. 1999 - 2010
Member
Managing Director
Financia Capital Jan 2002 - Jan 2014
Founder and Managing Principal
Vistage Worldwide, Inc. 1999 - 2010
Member
Education:
Harvard University 1992 - 1994
Bachelors, Bachelor of Arts, American History Pomona College 1990 - 1992
Bachelors, Bachelor of Arts, American History Pomona College 1990 - 1992
Skills:
Wealth Management
Portfolio Management
Asset Allocation
Economic Research
Stock Market Analysis
Qualified Retirement Plans
Retirement Income Strategies
Equities
Fixed Income
Managed Futures
Options Strategies
Alternative Investments
Animal Rescue
Animal Behavior
Exotic Animals
Portfolio Management
Asset Allocation
Economic Research
Stock Market Analysis
Qualified Retirement Plans
Retirement Income Strategies
Equities
Fixed Income
Managed Futures
Options Strategies
Alternative Investments
Animal Rescue
Animal Behavior
Exotic Animals
Interests:
Animal Welfare
Certifications:
Series 65 Registered (Investment Adviser Representative)
Series 3 Registered (National Commodity Futures)
Series 3 Registered (National Commodity Futures)
Managing Director
View pageWork:
Mission Creek Capital Partners Inc.
Managing Director
Managing Director