Position:
Senior Managing Director at Ascent Private Capital Management of US Bank, Board Member, Treasurer at Mountain Area Land Trust
Work:
Ascent Private Capital Management of US Bank
- Greater Denver Area since Mar 2011
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Senior Managing Director
Mountain Area Land Trust
- Evergreen, CO since Jan 2012
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Board Member, Treasurer
Wells Fargo
2005 - Apr 2011
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Managing Director, Family Wealth Planning
Fifth Third Bank
2003 - 2005
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Wealth Planning Specialist
Key Bank
1997 - 2002
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Succession Planning Consultant for Key Business Advisory Services
Ernst & Young
1995 - 1997
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Manager, Tax and Personal Financial Counseling
Arthur Andersen
1992 - 1995
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Senior Tax Consultant
Education:
The Ohio State University Moritz College of Law 1989 - 1992
JD, Law
The Ohio State University 1985 - 1989
BSBA, Finance, Accounting