Prior to earning my securities license in 1999, I enjoyed a successful 13-year career in information technology. I live in Arlington, Virginia with my wife Jane, an Economist at the Federal Reserve Board, and daughter, Madison.
Education
- Carnegie Mellon University, Bachelor of Science, Mathematics/Computer Science
- University of Minnesota, Carlson School of Management, Master of Business Administration, Finance
Affiliations and Awards
- Leadership Arlington, Lifetime Member
- Arlington Chamber of Commerce, Member, Director and Vice Chair
- Arlington Best Business Award Winner - 2003, presented by the Arlington Chamber of Commerce
- The Arlington Best Business Award is earned by businesses that have experienced significant growth or stability, deliver exceptional quality of service to their customers, are industry leaders or offer a unique approach to delivery of goods and services, and display an interest in the Arlington community. Every year, nominated businesses are evaluated by a committee of past winners and scored on these criteria. The top businesses earns the Arlington Best Business Award.
- President's Award Winner - 2004, 2016, presented by the Arlington Chamber of Commerce
- The President's Award is awarded by the President/CEO at his/her sole discretion to an individual member who has made a significant contribution to the Chamber's mission and goals.
Licenses
Securities
- Exams: 66, 7
- States: CA, CO, DC, FL, GA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA
Advisory
- License: Investment Advisor Representative
- States: CA, CO, DC, FL, GA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA
Insurance
- License: Life and Health Insurance
- States: DC, MD, MI, OH, TN, TX, VA