Client Relationship Advocate. I meet regularly with clients to review portfolio strategy, provide education, and to stay abreast of their particular needs.
Portfolio Manager; development and implementation of investment strategies for a broad range of investment objectives, both taxable and tax-deferred.
Founder/President
Accord Capital Management, Ltd
January 2006 – Present
Senior Vice-President, Investments
AG Edwards, and Sons
February 1998 – December 2005
Co-Founder
Lexington Capital Partners
June 1994 – January 1998