Resumes
Resumes
Co-Founder At Slatestone Group, Llc
View pageLocation:
1160 south Jeaga Dr, Jupiter, FL 33458
Industry:
Financial Services
Work:
Slatestone Wealth, Llc
Managing Partner
Slatestone Group
Founder
Slatestone Wealth, Llc
Co-Founder at Slatestone Group, Llc
Private Oct 2014 - Apr 2016
Chief Financial Officer
Banyan Partners Mar 2009 - Oct 2014
Chief Financial Officer and Chief Operating Officer, Principal
Managing Partner
Slatestone Group
Founder
Slatestone Wealth, Llc
Co-Founder at Slatestone Group, Llc
Private Oct 2014 - Apr 2016
Chief Financial Officer
Banyan Partners Mar 2009 - Oct 2014
Chief Financial Officer and Chief Operating Officer, Principal
Education:
University of Florida 1998 - 2002
Skills:
Wealth Management
Financial Analysis
Investments
Strategic Planning
Investment Advisory
Asset Management
Financial Modeling
Due Diligence
Finance
Valuation
Portfolio Management
Loans
Asset Allocation
Analysis
Commercial Lending
Investment Banking
Banking
Entrepreneurship
Mergers
Real Estate
Commercial Banking
Financial Analysis
Investments
Strategic Planning
Investment Advisory
Asset Management
Financial Modeling
Due Diligence
Finance
Valuation
Portfolio Management
Loans
Asset Allocation
Analysis
Commercial Lending
Investment Banking
Banking
Entrepreneurship
Mergers
Real Estate
Commercial Banking