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Credentials

  • Series 7, 24, 63, 79
    Financial Industry Regulatory Authority (FINRA)

Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Founder and Managing Director
      • Jul 2010 - Present

      Augeo is Latin for "Increase" or "Enhance." Augeo Advisors is an M&A advisory firm for sellers of businesses who wish to increase their purchase price and enhance the certainty of closing their deal. Augeo is Latin for "Increase" or "Enhance." Augeo Advisors is an M&A advisory firm for sellers of businesses who wish to increase their purchase price and enhance the certainty of closing their deal.

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Managing Director
      • Feb 2001 - Feb 2010

      Ran the Los Angeles office, which I founded with Lars Ekstrom. Ran the Los Angeles office, which I founded with Lars Ekstrom.

    • Vice President
      • Jan 1996 - Feb 2001
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate
      • Jul 1993 - Dec 1995

      Associate in New York and Los Angeles Offices Associate in New York and Los Angeles Offices

    • China
    • Accounting
    • 700 & Above Employee
    • Senior Consultant
      • 1988 - 1991

      Management consultant in the General Consulting Group in Los Angeles and Woodland Hills Management consultant in the General Consulting Group in Los Angeles and Woodland Hills

Education

  • University of California, Los Angeles - The Anderson School of Management
    MBA, Finance
    1991 - 1993
  • California State University-Northridge
    B.S. Business Administration, Finance and Accounting
    1983 - 1988
  • St. Bernard High School, Playa Del Rey, CA

Community

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