Work:
i*financial
since Sep 2005
-
principal
USAA Investment Management Company
Aug 1994 - Jun 2002
-
Assistant Vice President
Education:
St. Mary's University 1999 - 2000
MBA
The George Washington University 1985 - 1987
BBA, Finance
American University of Paris 1984 - 1985
Richmond, The American International University in London 1983 - 1984
Skills:
Financial Planning, Wealth Management, Retirement Planning, Investments, Asset Management, Investment Advisory, Succession Planning, Small Business, Wealth
Interests:
financial planning, socially responsible investing, running