Experience

Quist Valuation

• Financial Services
• 1 - 100 Employee

• President

  • 2012 - Present

• Director

  • 2007 - 2012

  Quist is an independent valuation firm, specializing in business and securities valuation engagements for corporate finance, financial reporting and tax purposes, including incentive stock options, capital formation, secondary offerings, recapitalizations, mergers and acquisitions, preferred stock, Employee Stock Ownership Plans, gift and estate taxes, intellectual property, restricted stock and purchase price allocations.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Director

  • 1995 - 2000

  Charles Schwab Investment Management is the asset management subsidiary of Charles Schwab. As a Director, I managed the International Credit Research Team covering international financial institutions and emerging market Asia and Latin America sovereigns. Performed security valuation and made investment recommendation for the Charles Schwab proprietary fixed income funds. Team covered over 50 debt issuers and had oversight responsibility for approximately $32 billion in portfolio holdings. Charles Schwab Investment Management is the asset management subsidiary of Charles Schwab. As a Director, I managed the International Credit Research Team covering international financial institutions and emerging market Asia and Latin America sovereigns. Performed security valuation and made investment recommendation for the Charles Schwab proprietary fixed income funds. Team covered over 50 debt issuers and had oversight responsibility for approximately $32 billion in portfolio holdings.