Resumes
Resumes
Vice President, Banker
View pageLocation:
26 Topside Way, Mill Valley, CA 94941
Industry:
Investment Management
Work:
Bernstein Private Wealth Management
Vice President and Financial Advisor at Bernstein Private Wealth Management
National Philanthropic Trust Feb 2009 - Mar 2014
Vice President, Institutional Business Development
Bear Stearns Feb 1997 - Aug 2008
Managing Director-Principal
Jpmorgan Chase & Co. Feb 1997 - Aug 2008
Vice President, Banker
Vice President and Financial Advisor at Bernstein Private Wealth Management
National Philanthropic Trust Feb 2009 - Mar 2014
Vice President, Institutional Business Development
Bear Stearns Feb 1997 - Aug 2008
Managing Director-Principal
Jpmorgan Chase & Co. Feb 1997 - Aug 2008
Vice President, Banker
Education:
New York University 2006 - 2008
Master of Science, Masters, Fundraising University of North Carolina at Chapel Hill 1992 - 1996
Bachelors, Bachelor of Arts, Psychology Redwood High School 1989 - 1992
Master of Science, Masters, Fundraising University of North Carolina at Chapel Hill 1992 - 1996
Bachelors, Bachelor of Arts, Psychology Redwood High School 1989 - 1992
Skills:
Investment Management
Alternative Investments
Fundraising
Public Speaking
Philanthropy
Entrepreneurship
Planned Giving
Personal Financial Planning
Alternative Investments
Fundraising
Public Speaking
Philanthropy
Entrepreneurship
Planned Giving
Personal Financial Planning
Interests:
Children
Certifications:
Certified Financial Planner™ Professional
Cfp Board
Cfp Board