Position:
Chief Executive Officer and President at 411 Investments, LLC
Work:
411 Investments, LLC
since Mar 2011
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Chief Executive Officer and President
U.S. Trust, Bank of America Private Wealth Management
May 2006 - Apr 2011
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Senior Vice President, Private Client Advisor
US Bank
Jun 2003 - Apr 2006
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Vice President, Wealth Management Consultant
Merrill Lynch
May 1995 - May 2003
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Vice President, Financial Advisor
Education:
University of Illinois at Urbana-Champaign - College of Business 1992 - 1996
BS, Finance
Skills:
Wealth Management, Estate Planning, Private Equity, Credit, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Private Banking, Portfolio Management, Retirement Planning, Asset Managment, Investments, Asset Allocation, Strategic Financial Planning