Location:
Greater New York City Area
Work:
Bank of America Merrill Lynch
Mar 2007 - Mar 2013
-
Director
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Jul 2004 - Mar 2007
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Associate
Jesuit Volunteer Corps
Aug 2001 - Jul 2002
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Counselor and Business Advisor
KPMG LLP
Jan 1998 - Jun 2001
-
Senior Auditor
Education:
Georgetown University - The McDonough School of Business 2002 - 2004
MBA
University of Colorado Boulder - Leeds School of Business 1994 - 1997
BS, Accounting and International Business
Institute for American Universities - Aix-en-Provence 1996 - 1996
Santa Clara University 1993 - 1994
Certifications:
CPA (Non-Active Status)
Series 79
Series 63