Invests in
Stages:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Microsoft Excel
Leadership
PowerPoint
Wealth Management
Microsoft Office
Communication
Customer Service
Asset Allocation
Microsoft Word
Research
Financial Advisory
Public Speaking
Community Outreach
Marketing Strategy
Portfolio Management
Valuation
Business Valuation
Financial Modeling
Financial Forecasting
Mobile Technology
Education
Lists including Mo
Work Experience
2018
Partner
2018
2016 - 2018
Investment Banking Analyst
2016 - 2018
Investment Banking Division - Technology