Position:
Institutional Consultant at Graystone Consulting
Work:
Graystone Consulting
- Santa Rosa, Ca since May 2012
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Institutional Consultant
Bank of America/Merrill Lynch
- Santa Rosa, CA Jan 1994 - May 2012
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Senior Vice President
USMC
- Global Sep 1986 - Dec 1993
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United States Marine Corps/Naval Aviator
Education:
Robert Louis Stevenson
High School, Pebble Beach , CA
University of California, Davis
Bachelor's degree, Economics
Naval Post Graduate School
Certifications:
Certified Investment Management Analyst / CIMA, Investment Management Consultants Association
Certified Financial Planner / CFP, Financial Planning Board of Standards
Certified Divorce Financial Analyst / CDFA, The Institute for Divorce Financial Analyst
Graduate, Institute for Preparing Heirs