President at Total Asset Performance, Inc.
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I've been around the financial block. Starting as a broker in 1987 and moving to General Principal in 1988 and Financial and Operational Principal in 1989. I then was an assistant commodity trader before becoming an Options Specialist on the Pacific Stock Exchange. I became a Registered Investment Advisor representative in 1997 and opened Total Asset Performance. I became a Certified Financial Planner in 2000 and now manage a private investment vehicle.
A proprietary investment vehicle.
Fee based investment advice and management.
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Experienced Leader, Mentor, able to lead cross functional teams to meet their goals.
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