Bachelor of Science in Mechanical Engineering
MBA Finance and Marketing concentration
11 Years of experience at Fortune 500 heavy industry manufacturer as design/development engineer, manufacturing engineer, and project leader
Over 6 years of experience in investment industry. Have worked in roles in financial analysis, operations, adviser, and sales for large mega banks and small boutique firms.
Series 7 and 66 licensed.
CFA Candidate (Passed CFA Level I in December 2014)