Work:
Vision Capitial Management
Vice President Client Relations
Charles Schwab
Sep 2002 - Sep 2004
Financial Consultant
Coldstream Wealth Management
Jan 1998 - Jan 2002
Portfolio Manager
Vision Capital Management, Inc.
Jan 1998 - Jan 2002
Vice President Client Relations
Education:
University of Oregon 1982 - 1986
Bachelors, Bachelor of Science, Economics
Woodside High School 1978 - 1981
Skills:
Investments, Portfolio Management, Asset Allocation, Retirement Planning, Investment Advisory, Finance, Asset Management, Wealth Management, Mutual Funds, 401K, Securities, Entrepreneurship, Investment Strategies, Equities, Start Ups, Financial Services, Alternative Investments, Wealth Management Services, Investment Management, Financial Analysis, Strategy, Executive Management, Strategic Financial Planning, Asset Managment, Series 7, Hedge Funds, Private Equity, Business Strategy
Certifications:
License 188240
License 22775
Certified Financial Planner
Certified Divorce Financial Analyst
Cfp Board, License 188240
Institute For Divorce Fiancial Analysts, License 22775