I work daily with clients to provide access to public and private markets, solve for liquidity needs, and plan for family and business goals. I lead all portfolio management efforts, manage the planning process, and regularly produce materials for clients regarding capital markets and economic outlook. I have over 20 years of Global experience in leadership positions, operations, business development, product development, strategy, supply chain management, mergers & acquisitions, treasury and general financial management. My industry experience includes Financial Services, Asset Management, Investment Banking, Private Equity, Healthcare, Apparel and Hospitality/Leisure.Hold Series 7, 24, 31, and 66 licenses.CA Insurance License 0G69642. Resident State: NC.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, and WV only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.