Vice President, Head of Wealth Management and Local Markets
San Antonio, TX
USAA
Vice President, Head of Wealth Management and Local Markets
PaineWebber
Vice President (1992-1995); Associate (1990-1992); Analyst (1988-1990)
Citi
Senior Vice President, Director of Product Management and Development for Consulting Group
Advisors Ahead
Senior Consultant
Money Management Institute
Executive Vice President and Director, Education Initiatives
Citi
Managing Director, CitiWealth Management (2007-2012); Director, Business Integration (2006-2007)
Independent Channel Advisors, LLC
Senior Consultant
Columbia Business School
Penn State University
