Location:
9330 Prairie Meadows Dr, Roanoke, IN 46783
Industry:
Financial Services
Work:
Merrill Lynch
Private Wealth Manager at Merrill Lynch Wealth Management|Private Banking and Investment Group
Education:
University of Chicago 1985 - 1989
Master of Business Administration, Masters, International Business, Finance
University of Wisconsin - Madison 1981 - 1985
Bachelors, Bachelor of Arts, Political Science, German Literature
University of Wisconsin System 1981 - 1985
Bachelors
Skills:
Estate Planning Strategies
Asset Management
Private Family Wealth Management
Languages:
English
German
French
Certifications:
Chartered Financial Analyst
Certified Financial Planner
Certified Private Wealth Advisor
Specialist Certificate In Investment Fund Services (Republic of Ireland)
Personal Investment Advisor
Certified Divorce Financial Analyst
Merrill Lynch Internal
Investment Management Consultants Association
Cfp Board of Standards
The Institute For Divorce Financial Analysts
Cfa Institute