Location:
1050 Battery St, San Francisco, CA 94111
Industry:
Investment Management
Work:
Holbrook Holdings
President and Head of Sales
Bp Capital Fund Advisors Feb 2017 - Aug 2018
Managing Director
Intellectus Partners, Llc Jun 2016 - Feb 2017
Vice President of New Products + Services
Leader Capital Corp Sep 2012 - Jun 2016
Managing Director
Leader Capital Corp Aug 2006 - Oct 2011
Executive Vice President, External Wholesaler
Education:
San Diego State University 1996 - 1999
Bachelors, Bachelor of Science, Finance
Del Norte High School
Skills:
Alternative Investments
Investments
Fixed Income
Asset Management
Mutual Funds
Equities
Portfolio Management
Investment Strategies
Private Equity
Trading
Bonds
Investment Management
Asset Allocation
Finance
Asset Managment
Financial Services
Hedge Funds
Institutional Sales
Equity Trading
Series 7
