Experience

SHOOK Research/Forbes Top Wealth Advisors

• COO

  • Sep 2015 - Present

  SHOOK Research, LLC September 2015 – Present (4 months)Boca Raton, FL Fully endorsed by the industry, SHOOK Research™ is an organization of the industry’s outstanding Wealth Advisors and industry leaders, extending across all firms. Our board includes industry leaders that drive the direction of the SHOOK program, and help to establish selection criteria and promote SHOOK’s philosophies. SHOOK advisors will appear in feature stories in Forbes magazine (readership: 6.8… Show more SHOOK Research, LLC September 2015 – Present (4 months)Boca Raton, FL Fully endorsed by the industry, SHOOK Research™ is an organization of the industry’s outstanding Wealth Advisors and industry leaders, extending across all firms. Our board includes industry leaders that drive the direction of the SHOOK program, and help to establish selection criteria and promote SHOOK’s philosophies. SHOOK advisors will appear in feature stories in Forbes magazine (readership: 6.8 million), Forbes.com (70 million monthly visitors), Working Mother magazine, and will reach 42 local publications: San Francisco Business Times, Atlanta Business Chronicle, Boston Business Journal, and many more. www.SHOOKresearch.com Show less