Experience

Taurus Financial

• United States
• Financial Services
• 1 - 100 Employee

• Founder and Managing Partner

  • Jan 2017 - Present

  Boutique financial services firm for high-net-worth individuals, entrepreneurs, executives, and business owners. Serving clients across the country. Services includes: - Complex Financial Planning, which usually involves equity comp, investment, trust, and business - Wealth management with a focus on alternative investments and tax efficient investing. - Business benefit solutions, including 401k, defined benefit plan, etc. • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Vice President

  • Jun 2007 - Dec 2016

  Equity derivatives sales- Structured retail products- Exchange traded notes- OTC and hedging products

• Summer Analyst

  • Jun 2007 - Aug 2007

  Sales and Trading Summer Analyst program