Advisory Committee Member Profile
JP Morgan Asset Management
Areas of Expertise
Customer First Culture, Principles of Customer Relationship Building
I have over 30 years of Asset Management experience advising/educating investment professionals, raising capital, relationship management, retirement planning, hiring, asset allocation and risk management. Have conducted over 1000 public speaking seminars to end shareholders as well as countless educational speaking engagements to financial processionals to groups of over 1000 attendees.
Has raised over 10 Billion in assets for some of the largest Global Asset Managers.
BBA- Finance Iowa State University
MBA- Finance/Marketing Loyola University of Chicago
Certified Investment Management Analyst University of California-Berkeley
Chartered Retirement Planning Specialist College for Financial Planning
University of Wisconsin- Mock Interview Professional for CFP program graduates
Wisconsin Life and Variable License