
Timeline
About me
Portfolio Consulting and Analytics, Sr. Manager VP
Education

Trinity university
2000 - 2003Bachelor's degree fine/studio arts, general
Experience

Morgan stanley
May 2006 - Dec 2012Wealth management
Capital group
Jan 2013 - nowPortfolio consulting
Licenses & Certifications

Certified investment management analyst (cima)
Investments & wealth institute
Series 7, 24, 26, 31, 66, sie
Finra
Volunteer Experience
Board Member
Issued by Phil Hardberger Park Conservancy on Nov 2023
Associated with Mark BarileBoard Member
Issued by Contemporary at Blue Star on Oct 2021
Associated with Mark Barile
Recommendations

Neil gurwitz
Program Manager at RithumAlbany, New York Metropolitan Area
Filipe torres
Restaurant Director at JNCQUIO - FROu FROuLisbon, Lisbon, Portugal
Muhamad daniyal al athar
RM Funding transaction BRI / Coffee Shop Owner / Coffee Roaster / Learning Officer (Fasilitator) BRI...West Jakarta, Jakarta, Indonesia
Rafael perez
Recording Engineer, Mixing Engineer, Sound DesignerGreater Orlando
Jaekyung lee
Autonomous control • Mechanical Engineering Ph.D student at Texas A&MCollege Station, Texas, United States
Abigail bangasser
2017 Psychology and Liberal Arts for the Human Services BAMorris, Minnesota, United States
Mahmoud mahsoub, cfa
Project Finance and Syndication Officer - Debt Capital Markets at CIB EgyptCairo, Egypt
Amit rawat
SQL, Python, Java, Machine learning, AI, Data Analytics,Data Science, Cybersecurity, Junior STEM & R...Rishikesh, Uttarakhand, India
Awad salem
Deputy Director of the (Warehouses)stores in the company of Engineer Ahmed AL SalabEgypt
Allie skinner
Area Director at Young Life South WaltonSanta Rosa Beach, Florida, United States
...