Position:
VP, Investor Relations at U.S. Debt Ventures
Location:
Miami/Fort Lauderdale Area
Work:
U.S. Debt Ventures
since Jan 2011
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VP, Investor Relations
Veriloquent Wealth Advisors, LLC
Jun 2009 - Dec 2010
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Director- Client Experience
Morgan Stanley Smith Barney
2007 - 2009
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Financial Planning Specialist
Education:
University of Washington 2001 - 2005
Bachelors, Business Administration Finance
University of Washington, Michael G. Foster School of Business 2001 - 2005
Skills:
Portfolio Management, Asset Managment, Alternative Investments, Series 7, Investments, Strategic Financial Planning, Wealth Management, Investment Management, Financial Services, Alternative Investments, Asset Managment