Description
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Chief Financial Officer | 1/2018 - Present |
| Mariner Capital Advisors | Valuation Director | 1/2015 - 1/2018 |
| Bpm | Director | 1/2013 - 1/2015 |
| Ashfield Capital Partners | Portfolio Manager Quantitative Active Equities | 1/2004 - 1/2011 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| INSTRUCTION AND SEMINARS | SEVERAL DIFFERENT VENUES | 2017 | Bachelor Degree |
| SAN JOSE STATE UNIVERSITY | CLE approved presentation | 2013 | Bachelor Degree |
| SAINT MARY'S COLLEGE | Financial Modeling using Excel | 2013 | Master Degree |
| HARVARD UNIVERSITY | Statistics | 2003 | Bachelor Degree |
Accomplishments
Highlights:
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