Position:
Senior Portfolio Manager at Dowling & Yahnke, LLC
Work:
Dowling & Yahnke, LLC
- San Diego, California since Jun 2012
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Senior Portfolio Manager
Deloitte & Touche LLP
Sep 1997 - Jun 2012
-
Partner
Plante & Moran, PLLC
Jan 1996 - Sep 1997
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Staff Accountant / Intern
Education:
Northwestern University - Kellogg School of Management 2007 - 2008
MBA, Finance, General
Oakland University 1994 - 1997
Bachelor of Science, Accounting
Interests:
Professional: Wealth Management, Financial Planning, Portfolio Management, Investing
Personal: Family, golf, skiing, travel
Honor & Awards:
American Institute of Certified Public Accountants - Elijah Watt Sells Silver medal Award, Michigan Association of Certiified Public Accountants - William A. Paton Award, Wall Street Journal Student Achievement Award