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Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Regional Vice President
      • Oct 2020 - Present

      Northern California/Pacific Northwest Responsible for the distribution of Incapital's Wealth Management Solutions structured products in N. CA, N. NV, WA, OR, ID, MT, ID, and AK.

    • Senior Vice President
      • Oct 1994 - Oct 2020

      San Francisco Bay Area

    • Senior Vice President
      • Oct 1994 - Sep 2020

      San Francisco Bay Area Successfully managed distribution and sales of JHIM's asset management strategies which included mutual funds, exchanged traded funds, separately managed accounts to wire house, independent, RIA, and bank channels in Northern California.

Education

  • Bradford College
    Business Management
    1987 - 1991

Community

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