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Los Angeles
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Chicago
Boston
Miami
Houston
Philadelphia
Washington
Tampa
Orlando
Service Name |
Duration |
Rate |
Description |
|---|---|---|---|
Retirement Planning |
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Investment Management |
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Investment Related Tax Planning |
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Estate Planning (Coordinate with an Attorney) |
|||
Insurance Needs (Life, Disability and LTC) |
|||
College Planning |
Position |
Facility/Company |
Specialty |
Dates Performed |
City |
State |
Country |
|---|---|---|---|---|---|---|
Financial analyst, investment banker, and institutional trader |
Sagient Research |
Sagien Research is a boutique investment bank and publisher of institutional research |
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Oppenheimer & Company |
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American Express Financial Advisors |
School Name |
Location |
Dates Attended |
Degree |
Major |
Minor |
Greek |
Activities and Societies |
|---|---|---|---|---|---|---|---|
University of Washington |
Bachelor's |
Business Administration |
Name |
Description |
Date |
|---|---|---|
Certified Financial Planner |
||
Investment Advisor Representative of Shelgren Financial Group, Inc. |
||
Holds NASD Series 7, 63, 65 |
||
Holds insurance licenses |

