Position:
Senior Vice President - Financial Advisor at Morgan Stanley
Work:
Morgan Stanley
since Mar 1984
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Senior Vice President - Financial Advisor
U.S. Navy Reserve
1974 - 1987
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CDR, SC
Education:
O'Dea High School
University of Washington, Michael G. Foster School of Business
BA, Accounting & Finance
Interests:
Golf, Fly Fishing and Woodworking
Honor & Awards:
Paul Harris Fellow
Chief Thunderbird Award
Thomas Y. Gorman Service Award
Sandee Smith Leadership Award
Certifications:
Certified Financial Planner™ (CFP)®, Certified Financial Planner Board of Standards
Certified Investment Management Analyst SM (CIMA)®, Investment Managment Consultants Association (IMCA)
Accredited Investment Fiduciary® (AIF)®, Fi 360