Consultant, portfolio and product management
Walnut Creek, California, United States
Self-employed
Consultant, portfolio and product management
Advisor Partners, LLC
Senior Portfolio Manager
American Century Investments
Vice President, Financial Advisory Services, Acumation Inc. subsidiary
Advisor Partners
Senior Executive
Smart Portfolio Strategies
Director, Growth
Impact Labs Inc.
Consultant
advisorpartners.com
Product Strategist
Leveraged Commentary & Data (LCD)
Product Specialist – Applied Artificial Intelligence (Kensho®)
Bank of America
Product Owner mutual fund wrap program
First Republic Private Wealth Management
Portfolio Management Technology Consultant
Product School
University of California, Berkeley
