Position:
PIM Portfolio Manager, Vice President-Investments at Wells Fargo Advisors, LLC, WILLARD WEALTH MANAGEMENT, Vice President-Investments at Wells Fargo Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work:
Wells Fargo Advisors, LLC since Aug 2009
PIM Portfolio Manager, Vice President-Investments
Wells Fargo Advisors, LLC since Aug 2009
WILLARD WEALTH MANAGEMENT, Vice President-Investments
Morgan Stanley Investment Management Dec 1987 - Aug 2009
WILLARD SAND HILL GROUP, Second Vice President-Wealth Management
Education:
Fordham University
St Joseph Hill Academy
Skills:
Retirement Income
Inter-generational Estate Planning
Charitable Remainder Trusts
Concentrated stock positions
Strategies involving Qualified and Non-Qualified Company stock options
Investment Risk Management/technical analysis/relative strength
Interests:
Investing, biking, horseback riding, cruising, dancing, cooking, hiking, scuba diving
Honor & Awards:
TOPS Council--Citigroup, Blue Chip Council-Morgan Stanley, Premier Producers Council-Morgan Stanley, 20 Year Loyal Service Award, Lincoln Financial-President's Club, American Funds-Presidents Club- All American Team