1990 - present Financial Adviser & Consultant Boulder, CO
-- Licensed as Registered Investment Adviser in Colorado and California since 2003.
-- Provide investment advice and financial planning services to high net worth individuals and other clients.
-- Also provide financial consulting and risk management services to companies.
1983 - 1990 Market Maker, American Stock Exchange New York, NY
-- As member of exchange, managed proprietary trading accounts in role as an independent floor trader.
-- Executed various trading, hedging and arbitrage strategies to produce consistent profits while controlling risk and providing liquidity to option markets for blue chip stocks.
-- UCLA Anderson School of Management
MBA in Finance, 1982
-- University of California, Berkeley
BA in Mathematics, 1979, summa cum laude, Phi Beta Kappa
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