Experience

Steward Partners Global Advisory

• United States
• Financial Services
• 200 - 300 Employee

• Deputy Chief Operating Officer, Partner

  • Apr 2021 - Present

  Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Social Media Disclaimer" link in the "Contact Info" section. Show less



Umpqua Investments, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• President / Chief Operating Officer

  • Apr 2018 - Apr 2021

• CEO/President

  • Mar 2009 - Apr 2021

  Set and implement strategic direction of Umpqua Investments, Inc.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Market Area Admin Manager

  • Dec 2005 - Mar 2009

  Supported operations and function of offices wiwthin Market Area Supported operations and function of offices wiwthin Market Area



Smith Barney

• Assistant Branch Manager

  • Sep 1982 - Dec 2006

  Responsible for Financial Advisor business development and branch office profitability Responsible for Financial Advisor business development and branch office profitability