Education
UCLA
BA Political Science, Specialization in Business Administration 1994-09-01 - 1999-03-01Redwood High School
, -Redwood High School
, -Redwood High School
, -Work Experience
10,000 Degrees
Current
10,000 Degrees
Goldman Sachs
Current
Goldman Sachs
UCLA
1996-01-01 - 1999-01-01
UCLA
Shoreline Pacific Institutional Finance
1994-01-01 - 1998-01-01
Shoreline Pacific Institutional Finance
Skills
Summary
I have been in Private Wealth Management at Goldman Sachs for 25 years. During this time, I have worked in San Francisco delivering a comprehensive wealth management approach to high net wealth families, individuals, and entrepreneurs. My areas of focus encompass pre-liquidity planning, portfolio strategy and asset allocation advice, risk management, family wealth transfer considerations, cash flow management, and advising on philanthropic alternatives Prior to joining Goldman Sachs in 1999, I worked for Shoreline Pacific and specialized in private equity financing for small-cap technology and biotech companies. I graduated cum laude with a B.S. from University of California, Los Angeles. Areas of focus: Strategic & Tactical Asset Allocation, Wealth Planning, Hedging & Derivative-Related Strategies, Special Investment Opportunities