Managing Director - Investments
Current-Private Investment Management (PIM) Portfolio ManagerThe PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.-Chief investment strategist responsible for my team's design and implementation of all-weather financial solutions-Corporate balance sheet management, liquid cash alternative management-ESOP Section 1042 QRP implementation and syndication-Active CA municipal portfolio management