Position:
Financial and Investment Advisory Services at New York Life
Work:
New York Life
since Jan 2009
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Financial and Investment Advisory Services
Wellbridge
Jan 2007 - Aug 2008
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Chief Financial Officer
Holland & Hart LLP
2003 - 2006
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Director of Finance
White & Steele PC
1998 - 2003
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Chief Financial Officer
Hart Asset Management Group, LLC
1993 - 1998
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Senior Risk Management Officer
Wells Fargo
1991 - 1993
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Internal Audit
Education:
University of Colorado at Boulder 1986 - 1991
BS/MBA, Accounting
University of Colorado at Boulder - Leeds School of Business 1986 - 1991
Skills:
Investment management and wealth accumulation strategies, benefits administration, risk management services, treasury management, financial analysis and planning and compensation strategies