Resumes
Resumes
Managing Director
View pageLocation:
San Francisco, CA
Industry:
Financial Services
Work:
Alliancebernstein
Managing Director
Wells Fargo Advisors Jul 2010 - Aug 2015
Svp: Business and Market Segment Manager
Bank of Hawaii 2006 - 2010
Svp: Private Wealth Group Manager
City National Bank Jan 2003 - Dec 2006
Svp: National Sales Manager
Managing Director
Wells Fargo Advisors Jul 2010 - Aug 2015
Svp: Business and Market Segment Manager
Bank of Hawaii 2006 - 2010
Svp: Private Wealth Group Manager
City National Bank Jan 2003 - Dec 2006
Svp: National Sales Manager
Education:
University of Southern California - Marshall School of Business 1993 - 1995
Master of Business Administration, Masters, Marketing, Business Economics, Finance Loyola Marymount University 1979 - 1982
Bachelors, Business University of Southern California
Master of Business Administration, Masters Loyola Marymount University
Bachelors, Bachelor of Business Administration
Master of Business Administration, Masters, Marketing, Business Economics, Finance Loyola Marymount University 1979 - 1982
Bachelors, Business University of Southern California
Master of Business Administration, Masters Loyola Marymount University
Bachelors, Bachelor of Business Administration
Skills:
Portfolio Management
Wealth Management
Banking
Financial Analysis
Strategic Financial Planning
Securities
Investments
Treasury Management
Asset Management
Strategy
Financial Services
Finance
Wealth Management Services
Credit
Management
Commercial Banking
Relationship Management
Equities
Sales
Financial Modeling
Series 7
Loans
Credit Analysis
Risk Management
Executive Management
Due Diligence
Commercial Lending
Asset Allocation
Investment Advisory
Financial Planning
Investor Relations
Wealth Management
Banking
Financial Analysis
Strategic Financial Planning
Securities
Investments
Treasury Management
Asset Management
Strategy
Financial Services
Finance
Wealth Management Services
Credit
Management
Commercial Banking
Relationship Management
Equities
Sales
Financial Modeling
Series 7
Loans
Credit Analysis
Risk Management
Executive Management
Due Diligence
Commercial Lending
Asset Allocation
Investment Advisory
Financial Planning
Investor Relations
Interests:
Children
Environment
Environment