Experience with many small to medium sized businesses in numerous industries including investment counselling, software, landscape design, hedge fund start up, and construction
Established an Investment Counsel start up over a 10 year period and managed it through 10 year life cycle into a mature operating company
Over 25 years of experience in financial services including Corporate Finance, Bond Sales and Trading, Client Service Training and Operational overview
Education
MBA Finance and Real Estate, University of Michigan Ann Arbor, Michigan
Industry Courses: Currently enrolled in the Chief Compliance Officers Course
Completed: CFA Level 1, Partners, Directors, Officers Exam, Registered Representative, Canadian Securities Course, Canadian Options Course
