Position:
Principal at Integrated Retirement Strategies
Work:
Integrated Retirement Strategies
since 2004
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Principal
Hangar 4 Partners, LLC
1995 - 2004
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COO and Principal
Hambrecht & Quist
1993 - 1995
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VP, Corporate Services Marketing
Emerging Growth Management
1991 - 1994
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VP, Marketing & Administration
Education:
Virginia Polytechnic Institute and State University - Pamplin College of Business 1979 - 1981
MBA, Finance
Santa Clara University 1975 - 1979
BS, Civil Engineering
Jesuit High School 1971 - 1975
Skills:
Budgets, Investments, Portfolio Management, Asset Managment, Alternative Investments, Risk Management, Financial Modeling, Hedge Funds, Strategic Financial Planning, Capital Markets, Due Diligence, Investment Banking, Private Equity, Series 7, Mergers, Strategic Planning, Business Strategy, Financial Planners, Asset Management, Insurance, Mergers & Acquisitions, Venture Capital, Investment Strategies, Mutual Funds, Financial Advisory, Financial Analysis, Retirement Planning, Asset Allocation, Financial Services
Interests:
Motorcycling, golf, reading, bicycling, hiking