Location:
6418 Via Baron, Rancho Palos Verdes, CA 90275
Work:
Wedbush Securities
Head of Wealth Management
Glialab
Oct 2016 - Feb 2019
Chief Executive Officer
Wilmington Trust
Oct 2016 - Feb 2019
President of U.s Markets Wilmington Trust Wealth Advisory
Bny Mellon Wealth Management
Jan 1, 2016 - Jan 2018
Co-Head of the Executive National Practice Group
Bny Mellon Wealth Management
Oct 1, 2015 - Jan 2018
Member of the Operating Committee
Bny Mellon Wealth Management
Sep 2015 - Jan 2018
President, Los Angeles Region
Northwestern University
May 2014 - Aug 2015
Adjunct Professor
Edward Jones Investment Co
Apr 2013 - Aug 2015
Advisor
Ubs
Feb 2003 - Apr 2013
Managing Director
Wells Fargo
Sep 1993 - Feb 2003
Vice President
Education:
Fordham University School of Law 1989 - 1991
Doctor of Jurisprudence, Doctorates, Law
St. John's University 1985 - 1988
Bachelors, Bachelor of Arts, English Language and Literature, Literature, English Language
Skills:
Wealth Management, High Net Worth Individuals, Investment Advisory, M&A Advisory Services, Private Equity, Corporate Services, Private Banking, Asset Protection Strategies, Estate and Legacy Strategies, Portfolio and Retirement Plan Reviews, Family Law, Estate Planning, Multi Generational Wealth Transfer, Wealth Management Services, Alternative Investments, Mergers and Acquisitions, Hedge Funds, Asset Allocation, Capital Markets, Leadership, Executive Benefit Strategies, Investments, Asset Management, Investment Strategies, Entrepreneurship, Real Estate, Business Owner Planning, Successful Business Owner, Strategy, Banking, Cryptocurrency