Pine Harbor Wealth Management Founder
프로필
- 2019 - 현재
- Pine Harbor Wealth Management Founder & Wealth Manager
- 2020 - 현재
- Marstone, Inc. Advisor Solutions & Strategy
- 2018 - 현재
- Spectrum Industries Inc. Board Member
- 2017 - 2019
- United Income from Capital One SVP, Head of Wealth & Investment Management
- 2012 - 2017
- Dimensional Fund Advisors Portfolio Manager
- 2010 - 2012
- Key Performance Ideas, Inc. Senior Consultant
- 2008 - 2009
- Velocity Technology Solutions Senior Consultant
- 2007 - 2008
- Bank of America Senior Risk Management Analyst
과거 참여 이력
2017 미래투자포럼 세션 3 - 은퇴 후의 삶: AI와 노후자금 관리
