Lake Oswego Schools Foundation
Member of the Board
Board Member Connect 2014 - Jan 2014
Member of the Board
Special Olympics Oregon 2014 - Jan 2014
Board Member
Aldrich Wealth Lp 2014 - Jan 2014
Chief Information Officer
Arnerich Massena, Inc 2000 - 2003
Director of Analytics
Education:
University of Oregon - Charles H. Lundquist College of Business 1991 - 1993
University of Oregon - Charles H. Lundquist College of Business 1984 - 1988
Bachelors, Marketing, Finance
Henry D Sheldon High School
University of Oregon
Skills:
Wealth Management Investments Asset Allocation Investment Management Asset Management Portfolio Management Equities Alternative Investments Financial Modeling Investment Strategies Mutual Funds Fixed Income Investment Advisory Financial Advisory Regular Guest on Cnbc Power Lunch Chartered Financial Analyst Series 7 Equity Research Hedge Funds Private Equity Valuation Securities