- Designation:
President
- Department:
Leadership Team
- Description:
- 28 years financial services experience
- M.B.A., University of Denver (1997); B.A. Japanese/Asian Studies, University of Colorado (1991)
- 28 years financial services experience
- M.B.A., University of Denver (1997); B.A. Japanese/Asian Studies, University of Colorado (1991)
- Professional Background: Vaughan Nelson (since 2017); Managing Director, Pingora Asset Management LLC (2016); Head of Business Development, Chief Operating Officer, Range Wise, Inc. (2010-2016); Chief Operating Officer, Chief Compliance Officer, Interim Chief Financial Officer, Bodri Capital Management, LLC (2006-2009); Head of Business Development, Chief Operating Officer, Chief Compliance Officer, ParVest Asset Management, Inc. (2005-2006); Director, Structured Finance, Dresdner Kleinwort Wasserstein Securities, LLC (2003-2004); Principal, Structured Finance, Banc of America Leasing & Capital, LLC (1997-2003); Financial Policy Specialist (Contractor), United States Department of State (1993-1995)
