Prior
Positions
Positions
- 1 year at Private Wealth Asset Management as Chief Operating Officer
- 5 years at Lumina Consulting, Founder
- 3 years at IFAM Capital as Vice President
- 5 years at UBS Institutional Consulting, Client Sales Associate
Credentials
- BA, Economics, University of Colorado Denver
Personal
Profile
Profile
- Co-Author of Breaking Through the Wall: A Financial Advisor’s Guide to Grow, Scale, and Monetize Your Business for Millions