Resumes
Resumes
Chief Business Development Officer
View pageLocation:
16116 Via Madera Circa west, Rancho Santa Fe, CA 92091
Industry:
Financial Services
Work:
Morgan Stanley Sep 1999 - May 2010
Corporate Client Group Director
Oppenheimer & Co. Inc. Sep 1999 - May 2010
Senior Director - Investments
Merrill Lynch May 1991 - Sep 1999
First Vice President
Ey Jan 1985 - May 1987
Cpa
Jan 1985 - May 1987
Chief Business Development Officer
Corporate Client Group Director
Oppenheimer & Co. Inc. Sep 1999 - May 2010
Senior Director - Investments
Merrill Lynch May 1991 - Sep 1999
First Vice President
Ey Jan 1985 - May 1987
Cpa
Jan 1985 - May 1987
Chief Business Development Officer
Education:
University of Oklahoma 1980 - 1986
Bachelors, Bachelor of Business Administration, Accounting, Finance
Bachelors, Bachelor of Business Administration, Accounting, Finance
Skills:
Investments
Fixed Income Strategies
Tax Efficient Strategy
Financial Advisory
Stock Due Diligence
Risk Management Strategies
Asset Allocation
Fixed Income Strategies
Tax Efficient Strategy
Financial Advisory
Stock Due Diligence
Risk Management Strategies
Asset Allocation
Interests:
Skiing
Genetics
Yoga
Traveling
Diagnostics
Music
Energy
Playing Guitar
French Language
Golf
Cancer
Impressionism
Wine
Financial Markets
Genetics
Yoga
Traveling
Diagnostics
Music
Energy
Playing Guitar
French Language
Golf
Cancer
Impressionism
Wine
Financial Markets
Languages:
English
Direcctor At Mssb
View pagePosition:
Direcctor at MSSB
Location:
Greater San Diego Area
Industry:
Investment Management
Work:
MSSB
Direcctor
Direcctor
Kirk Woodley
View pageLocation:
Greater San Diego Area
Industry:
Financial Services