EXPERIENCE

DIVERSE AND EXTENSIVE

C-level

Wealth Management Executive

30 years

of perfecting professional skills, 

enhancing trade knowledge 

and 

building Resource Network 

in all disciplines:

Trust Administration

Trust Accounting Systems

Trust Custody and Operations

Trust and RIA Compliance

Marketing and Sales

Trust M & A and Due Diligence

Crisis Management

 

US Navy pilot and retired Navy Captain

void of fatal mistakes

System analyst and programmer

foolproof processes

Philosophy Studies

critical thinking