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• 1998 – 2001 Sole practitioner and CEO of small boutique asset management and financial advisory firm. Managed multi million dollar client portfolios, developed investment strategy in capital markets for wealthy individuals, corporations and non-profits.
• 1989 – 1998 INVESTMENT ADVISOR. SEC licensed professional in retail and institutional capacity for Merrill Lynch, A.G. Edwards and Prudential Securities for over 9 years. Responsibilities included: business development relating to corporate finance, employee benefit plans, and institutional investment strategy. Received many awards for landmark sales volume and creativity.
Developed International Markets, Dividend stock ideas & income, Energy stocks, Stocks - long, Tech stocks
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Nov 24, 2013
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