Morgan Stanley
Executive Director, UHNW Resources
Deutsche Bank
Head of Wealth Planning for the Western Division | Deutsche Bank Wealth Management
Family Office Exchange
Senior VP, Senior Director of Knowledge Management and Research
Deutsche Bank
Head U.S. Wealth Planning
Merrill Lynch
Vice President, Family Office Group | Trust Company
Wells Fargo
Senior VP, Senior Director of Planning
The University of Georgia
Emory University School of Law
The University of Texas at El Paso
