Position:
Founder/CEO/Wealth Manager at Edenrock Wealth Strategies, Wealth Strategist / Senior Consultant at GamePlan Wealth, Founder/CEO at Kingdom Sports Advisors
Location:
Washington D.C. Metro Area
Work:
Edenrock Wealth Strategies
since Aug 2010
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Founder/CEO/Wealth Manager
GamePlan Wealth
since Jul 2010
-
Wealth Strategist / Senior Consultant
Kingdom Sports Advisors
since Jan 2010
-
Founder/CEO
AGR Sports Lending
Aug 2008 - Jan 2010
-
Senior Consultant - Lending Advisory Services
Maples Finance
Aug 2007 - Aug 2008
-
Vice President - Structured Finance / Funds Fiduciary
Nomura Securities, Inc
Jan 2006 - Aug 2007
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Management Consultant - Fixed Income /Capital Markets
Morgan Stanley
May 2004 - Jan 2006
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Senior Associate - Capital Markets
JPMorgan Chase
Sep 2000 - May 2004
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Analyst - Trust Services
Education:
Cannon Financial Institute 2010 - 2010
Certified Wealth Strategist, Wealth Management Strategies of Affluent and High Net Worth
Sports Management Worldwide 2006 - 2006
Athlete Management Program, Athlete Contract Negotiation, Athlete Sponsorship/Marketing, Athlete Advisory, Sports Business
New York University 2004 - 2005
Graduate Certificate, Sports Business & Operations
New York University 2002 - 2004
Graduate Certificate, Structured Finance & Risk Managment
City University of New York-College of Staten Island 1998 - 2002
Bachelors of Science Degree, Economics/Finance
Interests:
Life Coaching, Athletics,Football, Basketball, Baseball,Golf – Tennis, Scuba Diving, Hiking, Skiing, Digital Photography