Position:
CEO & Portfolio Manager at Fidelis Capital Management
Location:
Marblehead, Massachusetts
Work:
Fidelis Capital Management
- Marblehead MA since Jan 2013
-
CEO & Portfolio Manager
United States Marine Corps
2003 - 2012
-
Pilot / Intelligence Officer
UBS
Mar 2001 - Oct 2003
-
Financial Advisor
Morgan Stanley
Jun 2000 - Apr 2001
-
Financial Advisor
Congressman Bill Thomas
1999 - 2000
-
Intern
Education:
Massachusetts Institute of Technology - Sloan School of Management 2012 - 2013
Alfred P. Sloan Fellowship - MBA, Finance - Entrepreneurship
The Wharton School at University of Pennsylvania 2010 - 2011
Executive Education, Accounting and Finance
University of New Hampshire 1994 - 1999
BA, Political Science, Business
Proctor Academy 1990 - 1994
High School, College Prep
Skills:
Strategic Planning, Military, Team Building, Project Management, Operations Management, Cross-functional Team Leadership, Risk Management, Leadership, Change Management, Business Strategy, Budgets, Management, Policy, Portfolio Management, Investments, Financial Modeling, Process Improvement, Team Leadership, Contract Management, Strategy, Training, Financial Analysis, Leadership Development, Security Clearance, Analysis, Government, Management Consulting, Finance, Business Planning, Business Process Improvement
Honor & Awards:
Pat Tillman Foundation - Military Scholar 2012