Investment Adviser Expert (INV-2213)
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Investment Adviser Expert. INV-2213 is currently the vice-president of a national firm specializing in customized portfolio management for both individuals and businesses. He directs marketing and client services for the Western U.S. He has over 12 years of experience in the investment profession and has worked with a variety of governmental and corporate entities, foundations, and high-net-worth families. INV-2213 is a frequent speaker on economic and investment management issues for industry and professional associations. He has written numerous articles regarding the same subject.
Education
M.B.A., University of Phoenix
B.S., Economics and Finance, Lehigh University
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Published:
February 3, 2019
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