Position:
President, Financial Services and Risk Management at Four Point-O Advisors, Inc., Consultant at Gerson Lehrman Group
Work:
Four Point-O Advisors, Inc.
- Boulder County, Colorado since Apr 2009
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President, Financial Services and Risk Management
Gerson Lehrman Group
since Aug 2004
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Consultant
National RV
Mar 2007 - Dec 2007
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Account Manager
Forest River Inc.
May 2006 - Mar 2007
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District Sales Manager
Fleetwood Motor Homes
1997 - 2006
-
Account Manager
Education:
National University 1991 - 1993
Master of Science, Education (emphasis in business)
San Diego State University-California State University 1982 - 1987
Bachelor of Arts, Marketing
Skills:
Contract Negotiations, Competitive Intelligence, Key Account Management, New Business Development, Market Intelligence, Forecasting, Account Management, Budgeting, Sales Presentations, Market Research, Financial Analysis, Budgets, Contract Negotiation, Marketing Strategy, Operations Management, Product Development, Sales Operations, Marketing, Market Planning, Leadership
Interests:
Running, cycling, hiking, mountain biking, duathlons, triathlons.
Honor & Awards:
Awarded Leader-Level Consultant at Gerson Lehrman, given to the top 5% of all international consultants in 2008, 2009, 2010, 2011, 2012.
Certifications:
ChFC (Chartered Financial Consultant) candidate 2013, The American College