Experience
Ballentine Partners, LLC  April 2015 - Present
GenSpring Family Offices   January 2013 - April 2015
GenSpring Family Offices   August 2004 - January 2013
Hartland & Co.   September 2001 - July 2004
BNY Mellon  1996 - 2000

Education
Weatherhead School of Management at Case Western Reserve University   2000 — 2001
MBA, Finance & Entrepreneurship

Boston University   1992 — 1996
BSBA

Experience
Wealth Management Systems, Inc (WMSI)   January 2015 - Present
Concurrent Technologies  December 2013 - January 2015
LexisNexis  May 2013 - November 2013
GenSpring Family Offices   January 2012 - May 2013
NASA  January 2011 - January 2012
Auroa Diagnostics   September 2007 - January 2011

Skills
C#, ASP.NET, ASP.NET MVC, JavaScript, jQuery, CSS, MVC, Bootstrap, LESS, Entity Framework, LINQ, SQL, Microsoft SQL Server, Oracle, Databases, Object Oriented Design, Unit Testing, OAuth, T-SQL, SSRS, IIS, SSIS, XML, Database Design, Unity, Visual Basic, WPF, WCF, Web Services, TFS, HTML, XAML, MSMQ, WinForms, Windows Server, TCP/IP, Microsoft Office, Silverlight, RIA, Agile/Scrum, MDX, SharePoint, C++, Ext JS, Visual Studio, Oracle SQL Developer, Linux, Magento

Education
Palm Beach Community College   1989 — 1992
Associate of Arts (AA), Computer Science

Palm Beach Community College   1989 — 1992
Associate of Arts (AA), Computer Science

Experience
G Squared Funding   November 2012 - Present
GenSpring Family Offices / SunTrust Bank   January 2010 - November 2012
GenSpring Family Offices   July 2006 - January 2010
The Bank of New York  2004 - 2006

Skills
Portfolio Management, Asset Allocation, Wealth Management, Investment Advisory, Bloomberg, Securities, Accounts Receivable, Cash Management, Small Business Lending, Negotiation, Factoring, Transportation, Trucking, LTL, Start-ups, Commercial Lending, Credit, Funding, Asset Based Lending, Cash Flow, Relationship Management, Business Development

Education
University of Georgia - Terry College of Business   2007 — 2008
Executive Program for Financial Planning Certification

Elon University   1999 — 2003
BA, Economics

Experience
GenSpring Family Offices   May 2013 - Present
GenSpring Family Offices   November 2011 - May 2013
GenSpring Family Offices   August 2010 - November 2011
GenSpring Family Offices   March 2006 - August 2010
New Century Advisors   December 2005 - April 2006

Skills
CFA, Portfolio Management, Alternative Investments, Wealth Management, Investment Strategies, Marketing, Business Development, Equities, Investment Advisory, Equity Research, Chartered Financial..., Asset Managment, Valuation, Asset Allocation, Investment Management, Hedge Funds, Fund Of Funds, Financial Modeling, Mutual Funds, Derivatives, Bloomberg, Fixed Income, High Net Worth...

Education
The George Washington University   2002 — 2006
Bachelor of Business Administration (BBA), Finance & Marketing

Experience
Abbrea Capital   July 2015 - Present
GenSpring Family Offices   January 2014 - July 2015
SunTrust Bank  May 2011 - July 2015
CSI Capital Management  December 2002 - May 2011
3Bridge Capital   December 1999 - December 2002
Hanson Investment Management   May 1991 - December 1999

Skills
Investments, Asset Allocation, Portfolio Management, Private Equity, Alternative Investments, Asset Managment

Education
The Tuck School of Business at Dartmouth   1984 — 1986
MBA, Finance

Dartmouth College   1977 — 1981
BA, Double Major Economics, Government

Experience
WE Family Offices  April 2013 - Present
GenSpring Family Offices   November 2005 - October 2012
JPMorgan Chase  November 1995 - June 2005
Booz Allen Hamilton  November 1992 - October 1995

Skills
Wealth Management, Family Wealth Advisory, Strategic Planning, Executive Management, Wealth Management..., Family Office, Leadership, Marketing Strategy, Strategy, Wealth, Integrated Planning

Education
University of Chicago   1988 — 1990
Master of Business Administration (MBA), Finance, General

Brandeis University   1982 — 1986
Bachelor's degree, Sociology

Experience
J.P. Morgan   March 2013 - Present
GenSpring Family Offices   March 2006 - December 2012
Bank of America  June 2002 - March 2006

Skills
Wealth Management, Asset Management, Risk Management, Portfolio Management, Investments, Alternative Investments, High Net Worth..., Wealth Management..., Private Banking, Investment Advisory, Asset Allocation, Wealth, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Credit, Equities, Estate Planning, Retirement Planning, Hedge Funds, Family Office, Banking, Securities, Relationship Management, Investment Strategies, Asset Managment, Private Equity, Investment Management

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, Finance

Syracuse University - Martin J. Whitman School of Management   1983 — 1987
BS, Marketing, Finance

Experience
U.S. Trust   September 2013 - Present
Northern Trust  July 2010 - August 2013
GenSpring Family Offices   September 2002 - June 2009
SunTrust Bank  July 1993 - September 2002
JP Morgan  May 1987 - July 1993

Skills
Portfolio Management, Wealth Management, Finance, Asset Allocation, Investments, Investment Banking, Investment Advisory, Private Equity

Education
Columbia University - Columbia Business School   1986 — 1987
MBA, Finance

Florida State University - College of Business   1977 — 1980
BS, Management

Experience
All Things Sewing (with Granny B)   January 1980 - Present
GenSpring Family Offices   January 2007 - July 2014
Accounting Companies   January 1995 - July 2014
Ocwen Financial Corporation - US  May 1997 - June 2006

Skills
Sewing, Interior Design, Knitwear, Singing, Alterations, Vocal, Marketing Strategy, Consulting, Tutoring, Teaching, Textiles, Accounts Payable, Accounts Receivable, Cash Applications, Account Reconciliation, Accounting, QuickBooks, Axys, Microsoft Excel, GreatPlains, Customer Service, Public Speaking

Education
Palm Beach Atlantic University-West Palm Beach   2000 — 2001
Bachelor of Science (BS), Management, 3.975 Summa Cum Laude

Palm Beach Atlantic University   1999 — 2001
Operational Management, Operational Management

Experience
Wealth Matters Consulting   2015 - Present
GenSpring Family Offices   February 2012 - October 2014
Cerberus Capital Management  January 2010 - February 2012
Cerberus Capital Management  October 2006 - January 2010

Skills
Private Equity, Investor Relations, Asset Management, Financial Analysis, Strategy, Fixed Income, Investments, Equities, Alternative Investments, Investment Advisory

Education
New York University   2007 — 2008
Certificate, Public Relations

Hobart and William Smith Colleges   1999 — 2003
B.A., Political Science

Experience
Cary Street Partners  April 2011 - Present
GenSpring Family Offices   August 2004 - April 2011
US Trust Company  August 2002 - August 2005

Skills
Wealth Management, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Investments, Investment Strategies

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1992 — 1993
Masters, Accounting

University of North Carolina at Chapel Hill   1990 — 1992
Bachelors, Economics

Guilford College   1988 — 1990

Experience
BNY Mellon Wealth Management  April 2012 - Present
GenSpring Family Offices   March 2007 - April 2012
Quarles & Brady LLP  August 1998 - March 2007

Education
University of Miami School of Law   1995 — 1996
Master of Laws (LL.M.)

University of Florida - Fredric G. Levin College of Law   1992 — 1995
Doctor of Law (J.D.)

University of Florida   1990 — 1992
Bachelor's degree

Cornell University   1988 — 1990

Experience
UBS Investment Bank  August 2014 - Present
Morgan Stanley  April 2012 - July 2014
RailWorks Corporation  February 2012 - April 2012
GenSpring Family Offices   May 2007 - April 2011

Education
Marymount Manhattan College   1983 — 1984
Pre-Law Studies

Niagara University   1981 — 1983
Pre-Law Studies

Experience
Pitcairn  April 2014 - Present
GenSpring Family Offices   December 2010 - April 2014
PNC  2010 - December 2010
Wachovia Bank  2003 - December 2009
PricewaterhouseCoopers  1992 - 2003

Skills
Financial Planning, Estate Planning, Tax, High Net Worth..., Financial Analysis, Wealth Management, Estate Tax Planning, Trusts, Investments, Finance, Wealth

Education
Loyola University Maryland   1988 — 1992
BBA, Accounting

American University - Kogod School of Business   1993 — 1995
MST, Taxation

Bishop Eustace Preparatory High School   1984 — 1988

St. Rose of Lima   1976 — 1984

Experience
SimonBaker&Partners LLC   March 2014 - Present
Wounded Warriors of South Florida   July 2015 - Present
My Social Canvas   August 2014 - Present
Cornell University  2014 - Present
Wealth & Investment Advisory Firm (RIA)   October 2012 - March 2014
GenSpring Family Offices   November 2005 - October 2012
Deutsche Bank Securities  2000 - November 2005
Rabobank  1998 - 2000
NASD Member - Broker/ Dealer   1997 - 1998
Kleban & Samor LLP   1996 - 1997

Skills
Wealth Management, Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Investment Advisory, Operations Management, Asset Managment, Investment Banking, Management, Private Investment, High Net Worth..., Portfolio Management, Wealth Management..., Family Office, Project Management, New Business Development, Capital Raising, Risk Management, Trusts, Estate Planning

Education
Cornell University   1987 — 1991
BS, Business Management & Marketing -Dyson School of Management

Albany Law School of Union University   1991 — 1995
JD, Corporate Law

Union College   1993 — 1995
MBA - Union Graduate School of Management, Accounting & Business Management

New York University School of Law   1995 — 1996
Studied in the L.L.M. Taxation program.

Experience
United Fight Alliance   2012 - Present
Brawl Call LLC   2009 - Present
Fight Zone TV   2009 - 2012
GenSpring Family Offices   2004 - 2009
Apollo Enterprise Solutions  2003 - 2009

Education
University of Miami School of Law   1996 — 1997
LL.M.

Pepperdine University School of Law   1993 — 1996
JD, Law

Vanderbilt University   1989 — 1993
BA, Biology, Philosophy

Experience
SunTrust Bank  July 2011 - Present
GenSpring Family Offices   November 2012 - Present
Wells Fargo, Wealth Management  2009 - June 2011
Wachovia, A Wells Fargo Company  2005 - 2009
Wachovia, A Wells Fargo Company  2002 - 2005
Wachovia, A Wells Fargo Company  1998 - 2002
Wachovia, A Wells Fargo Company  1996 - 1998
SunTrust Bank  1992 - 1996
Barnett Banks Trust Company   1988 - 1992
US Airways  1985 - 1986

Skills
Alternative Investments, Equities, Asset Allocation, Portfolio Management, Investments, Finance, Asset Management, Banking, Analysis, Wealth Management, Risk Management, Financial Services, Leadership, Management, Strategic Planning, Relationship Management, Entrepreneurship

Education
Wake Forest University   1985 — 1988
MBA, Business Admin. & Finance

American University   1981 — 1983
BA, Int'l Studies & Business Administration

Occidental College   1979 — 1981
Diplomacy & World Affairs, Economics

Experience
Wealth Matters Consulting   2012 - Present
GenSpring Family Offices   June 2007 - October 2012

Skills
Marketing Communications, Project Management, Marketing, Marketing Strategy, Event Planning, Social Media, Strategic Planning, Advertising, Business Strategy, Branding & Identity, Communication

Education
Auburn University

Experience
WE Family Offices  March 2013 - Present
GenSpring Family Offices   November 2005 - October 2012
JPMorgan Chase  August 1983 - March 2005
Citi  January 1977 - January 1983

Skills
Wealth Management, Asset Allocation, Investments, Wealth Management..., High Net Worth..., Private Banking, Portfolio Management, Finance, Wealth, Financial Services, Securities, Family Office, Risk Management, Investment Advisory, Financial Markets, Long-term Customer..., Estate Planning, Financial Advisory, Alternative Investments, Strategic Financial..., Retirement Planning

Education
Fordham University   1976 — 1978
MBA, Finance

Columbia University in the City of New York   1971 — 1973
MS, Library Science

Manhattanville College   1966 — 1970
BA, French Literature

Experience
WE Family Offices LLC   January 2013 - Present
Genspring Family Offices   August 2007 - December 2012
TBK Investments Inc   January 2003 - August 2007
Merrill Lynch  October 1999 - December 2002
Banco Mercantil  January 1993 - July 1996

Skills
Alternative Investments, Wealth Management, Private Equity, Hedge Funds, Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Advisory, Wealth Management..., Fixed Income, Equities, Asset Management, Investment Management, High Net Worth..., Investment Strategies

Education
London Business School   1996 — 1998
Master of Business Administration (MBA), Capital Markets

NYU Stern School of Business   1997 — 1997
International Exchange Program, Capital Markets, MBA

Experience
Miller Russell Associates  January 2013 - Present
Genspring Family Offices   June 2010 - January 2013
Advisors Health Insurance   August 2007 - July 2011
RSM McGladrey  June 2009 - July 2009
Arizona State University  2008 - 2009

Skills
Investments, Insurance, Banking, Wealth Management, Finance, Accounting, Financial Analysis, Tax, Tax Preparation, Financial Reporting, Financial Modeling, Microsoft Excel

Education
Arizona State University, W. P. Carey School of Business   2010 — 2011
Masters, Taxation

Arizona State University, W. P. Carey School of Business   2006 — 2010
BS, Accountancy

Experience
Live Your Cause Coaching   March 2009 - Present
Schulz Business Sellutions   May 2011 - March 2013
Upper Cervical Health Centers - Juno Beach   April 2011 - December 2012
GenSpring Family Offices   May 2011 - June 2011
Loggerhead Fitness   March 2010 - May 2011
GenSpring Family Offices, LLC  April 2006 - May 2009
University of Wisconsin - Milwaukee  July 2005 - April 2006
Quantum Learning Network  June 2001 - December 2004
Sheboygan Area School District - North High   August 2000 - June 2004
Career Development Center - UW-Milwaukee   July 1999 - January 2000

Skills
Coaching, Research, Counseling, Strategic Planning, Problem Solving, Customer Service, Public Speaking, Team Building, Leadership Development, Change Management, Mentoring, Marketing Communications, Online Marketing, PowerPoint, Excel, Teaching, Microsoft Office, Word, Curriculum Design, Leadership, Psychotherapy, Microsoft Excel, Organizational..., Higher Education, Microsoft Word, Staff Development, Management, Program Management, Marketing, Training, Career Counseling, Recruiting, Community Outreach, Time Management, Career Development, Fundraising, Instructional Design, Interviews, Small Business, Entrepreneurship, Editing, Event Planning, Workshop Facilitation, Personal Development, Conflict Resolution, Event Management, Executive Coaching, Emotional Intelligence, Employee Training, Curriculum Development

Education
University of Wisconsin-Milwaukee   1999 — 2000
Master, Educational Psychology with emphasis in School & Community Counseling

Marian University   1993 — 1998
Bachelors in Educational Psychology, Psychology and Art

Arrowhead Highschool   1990 — 1993
High School Graduate, General

Experience
CVentures Inc   August 2014 - Present
Eide Bailly LLP  March 2012 - August 2014
GenSpring Family Offices   May 2008 - March 2012

Skills
CPA, Accounting, Financial Analysis, High Net Worth..., Asset Management, QuickBooks, Microsoft Excel, General Ledger, Financial Reporting, Finance, Tax Research, Tax Preparation, Account Reconciliation, Tax

Education
Northwestern College   2004 — 2008
Bachelor's Degree, Accounting, Mathematics

Toastmasters

Toastmasters

Experience
Grant Thornton LLP  February 2013 - Present
GenSpring Family Offices   July 2012 - January 2013
Teton Trust Company   November 2008 - January 2013
GenSpring Family Offices   January 2008 - July 2012
Inlign Wealth Management  June 2002 - December 2007
Bank One  June 2000 - June 2002
Arthur Andersen  October 1998 - June 2000
E & Y  October 1993 - October 1998
Arthur Andersen  September 1987 - October 1993

Skills
Estate Planning, Income Tax Planning, Philanthropy, Family Governance, Estate Tax Planning, Wealth Management, Tax, Income Tax, Trusts, Gift Tax, Asset Protection, Charitable Giving, Financial Planning, High Net Worth..., Wealth Transfer, Planned Giving, Succession Planning, Tax Compliance, Investment Advisory, Partnership Taxation, Tax Preparation, Asset Allocation, Wealth Management..., Inheritance Tax Planning, Mergers & Acquisitions, Tax Returns, Tax Research, Public Speaking, Investment Strategies, Wealth, Strategic Financial..., Finance, Alternative Investments, Financial Services, Financial Advisory, Investment Management, Employee Benefits, Investments, Retirement Planning, Asset Management, Fund Of Funds, Private Equity, Due Diligence, Mutual Funds, Non-profits, Personal Financial..., Family Office, Writing, CPA, Securities

Education
Brigham Young University   1983 — 1987
Master of Accountancy, Accountancy/Tax

Brigham Young University   1981 — 1987
BS, Accounting

Experience
GenSpring Family Offices   Senior Vice President - Senior Portfolio ManagerPrivate Capital Group of SunTrust Banks, Inc.October 1985 - April 2001

Skills
Wealth Management, Due Diligence, Mediation, Portfolio Management, Project Management, Equities, Investments, Asset Allocation, Strategic Financial..., Investment Management, Conflict Resolution, Mergers & Acquisitions, Asset Management, Securities, Hedge Funds, Mutual Funds

Education
Abilene Christian University   2009 — 2011
MA, Conflict Resolution

St. Edward's University   1972 — 1975
BBA

Experience
Sibling Group Holdings, Inc.   2012 - 2013
Teton Trust Company   2007 - 2011
GenSpring Family Offices   2006 - 2011
SunTrust Bank  2005 - 2006
SunTrust Bank  2000 - 2005
The Coca-Cola Company  1995 - 2000
The Coca-Cola Company  1993 - 1995
Coca-Cola Financial Corporation   1988 - 1991

Skills
Strategic Financial..., Financial Modeling, GAAP, Due Diligence, Compensation Structures, Administration, Private Equity, Corporate Finance, Financial Analysis, Investments, Asset Managment, Portfolio Management, Mergers, Finacial Management, KPI Dashboards, Mergers & Acquisitions, Regulatory Compliance, Tax Compliance, Restructuring, Operations Management, Contract Negotiation, Internal Controls, Financial Accounting, SEC Regulations, Contract Management, Expense Management, Series 63, Turnaround Strategy, Margin Improvement, Competitive Analysis, Billing Process, Conflict Resolution, Collections, Accounts Payable &..., Fixed Assets

Education
Georgia State University College of Law
J.D.

Emory University - Goizueta Business School
MBA, Finance

Emory University
BA, Economics

Experience
Miller Russell Associates  October 2011 - Present
GenSpring Family Offices   2009 - October 2011
GenSpring Family Offices   2007 - 2009
Inlign Wealth Management  2004 - 2007
Tanager Financial Services  2001 - 2004

Education
Northeastern University   2001 — 2003
Certificate Program, Financial Planning

Wheaton College   1997 — 1997
Clinical Psychology

Northwestern College   1991 — 1995
Bachelor of Science, Psychology, Biblical Studies

Experience
CapWealth Advisors, LLC   April 2011 - Present
The Tennessean  March 2012 - Present
GenSpring Family Offices   January 2009 - March 2011
SunTrust  June 1998 - December 2008
The First National Bank of Mount Dora  1993 - 1998

Skills
Investment Management, Alternative Investments, Wealth Management..., Finance, Portfolio Management, Investments, Asset Allocation, High Net Worth..., Wealth Management, Investment Banking, Risk Management, Management, Asset Managment, Financial Analysis, Investment Advisory, Hedge Funds, Asset Management, Equities, Strategic Financial..., Series 7

Education
Murray State University
MBA, Finance & Economics

Murray State University
B.S., Mathematics

Experience
Parmenter Realty Partners  August 2012 - January 2014
GenSpring Family Offices   June 2010 - January 2011
Industry Holdings   September 2003 - April 2008
Deloitte & Touche  September 2000 - September 2003

Skills
Finance, Variance Analysis, Financial Accounting, Due Diligence, Valuation, General Ledger, Budgets, Asset Management, Sarbanes-Oxley Act, Internal Controls, Auditing, Mergers & Acquisitions

Education
Florida International University - College of Business   2008 — 2009
Masters, Finance

Florida International University - College of Business   1999 — 2000
Masters, Accounting

Florida International University - College of Business   1994 — 1998
Bachelor, Accounting

Experience
GenSpring Family Offices   March 2004 - Present
SunTrust  2014 - 2015
Tower Hill LLC   2003 - 2003
Goldman Sachs  August 2000 - October 2002

Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Allocation, Investments, Asset Managment, Portfolio Management, Wealth Management, Investment Management, Investment Advisory, Investment Strategies, Strategic Financial..., Wealth Management..., High Net Worth..., Asset Management, Private Equity, Equities

Education
Washington University in St. Louis   1998 — 2000
Master of Business Administration (MBA), Finance

Indiana University Bloomington   1990 — 1994
B.S., Accounting

Experience
Atlantic Trust  April 2015 - Present
Financial and Fiduciary Analyst   January 2015 - April 2015
GenSpring Family Offices   September 2013 - December 2014
GenSpring Family Offices   April 2010 - September 2013
Brownson, Rehmus & Foxworth   March 2008 - March 2010
Shuler Properties   May 2005 - March 2008

Skills
Financial Analysis, Trust Services, Trust Management, Wealth Management, High Net Worth..., IRAs, Investment Advisory, Risk Management, Finance, Wealth Management..., Retirement Planning, Estate Planning, Trusts, Investment Management, Asset Management, Portfolio Management, Financial Services, Budgets, Microsoft Office, Microsoft Word, Multi-generational..., Microsoft Excel, PowerPoint

Education
Texas Tech University   1996 — 2000
Bachelor of Science (B.S.), Financial Planning

Experience
GenSpring Family Offices   2008 - Present
Kaufman, Rossin & Co.   2002 - 2008
Deloitte  2002 - 2002
Arthur Andersen & Co.   1997 - 2002

Education
DePaul University   1997 — 1998
Master of Science in Taxation

Florida International University   1991 — 1996
Bachelor of Accounting

Experience
GenSpring Family Offices   June 2010 - Present
RIA Solutions, LLC   April 2010 - Present
Meridian United Capital, LLC   April 2009 - June 2010
The Planning Group of Scottsdale, LLC  December 2007 - June 2010
COUNTRY Financial®  August 2006 - August 2007
The Vanguard Group®  January 1999 - August 2006

Skills
SEC, Investment Advisers Act, Investment Company Act, CFTC, Commodity Exchange Act, Regulatory Requirements, Regulatory Compliance, Regulatory Filings, Risk Assessment, Surveillance, Testing, Risk Management, Policy Writing, Procedure Development, Procedure Review, Employee Training, Executive Reporting, Presentation Development, Series 65, Mutual Funds, Investments, Investment Advisory

Education
Auburn University   1995 — 1998
Bachelor of Science (B.S.), Finance

Michigan State University   1993 — 1995
Biology, General

Experience
Pearson - Assessment & Instruction  April 2015 - Present
VIF International Education  October 2013 - Present
GenSpring Family Offices   February 2012 - June 2014
Teachers Retirement System of Georgia  March 2004 - February 2012
Northern Trust  July 2002 - March 2004
Wake Technical Community College  October 1996 - May 2002
Monotype Editorial Services   July 1999 - April 2000
Literacy South   November 1997 - November 1999
Vance-Granville Community College  September 1997 - December 1997
American Biographical Institute   May 1996 - September 1997

Education
University of Wisconsin-Stout
Graduate Certificate, Instructional Design, 4.0

Tiffin University
Master of Humanities (M.H.), English, 4.0

Elmira College
Bachelor of Arts (B.A.), English Literature

Corning Community College
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies

Southside High School (Elmira)
High School

Experience
JPMorgan Chase  April 2013 - Present
GenSpring Family Offices   August 2006 - October 2012
JPMorgan Chase  February 1990 - July 2006

Skills
Wealth Management, Private Banking, Investment Banking, Recruiting, Global Compensation, Organizational Design, Employee Relations, Real Estate, Expense Management, Acquisition Integration, Performance Management, Strategic Negotiations, Executive Search, Microsoft Word, Financial Analysis, Team Building, Windows, Leadership Development, Strategic Planning, Training, Photoshop, Alternative Investments, PowerPoint, English, Project Management, Investment Management, Mutual Funds, Succession Planning, Public Speaking, Teaching, Customer Service, Outlook, Management, Negotiation, Program Management, System Administration, Microsoft Office, Human Resources, Leadership, Budgets, Accounting, Project Planning, Investment Advisory, Mergers & Acquisitions, Talent Management, Organizational..., Employee Benefits, Deferred Compensation, Business Development, Strategy

Education
Iona College
Bachelor's degree, Economics

Experience
Colony Family Offices, LLC   August 2013 - Present
GenSpring Family Offices   April 2009 - August 2013
Carolina Capital Consulting, Inc.   January 2008 - March 2009
Carolinas Investment Consulting, LLC   2005 - 2007
Brown Brothers Harriman  2004 - 2005
US Trust  2001 - 2004

Skills
Investment Management, Alternative Investments, Certified Financial..., Client Education, Asset Allocation, Portfolio Management, Advent, PerTrac, Zephyr Style Advisor, Financial Analysis, Investment Advisory, Performance Reporting, Key Client Relationships, Team-oriented, Private Banking, private wealth, Family Office, High Net Worth..., Investment Strategies, Wealth Management, Hedge Funds, Wealth, Investments, Asset Management, Financial Planning, Finance, Mutual Funds

Education
California State University-Northridge
BS, Finance

University of North Carolina at Charlotte
Certified Financial Planner program

Experience
Evercore Wealth Management, LLC  August 2013 - Present
GenSpring Family Offices   April 2009 - August 2013
The Rothschild Group   1994 - 2009

Skills
Wealth Management, Investment Management, Strategic Financial..., Wealth, Financial Services, Asset Allocation, Finance, Hedge Funds, Financial Planning, High Net Worth..., Asset Management, Alternative Investments, Investments

Education
Duke University - The Fuqua School of Business
Duke Leadership Program

Sarah Lawrence College
Bachelor's Degree yes

Experience
IHI  October 2012 - Present
The Inn at Harvard and Harvard Square Hotel   February 2012 - October 2012
GenSpring Family Offices   February 2010 - December 2011
Jupiter Beach Resort & Spa   January 2007 - February 2010
Jupiter Beach Resort & Spa   June 2006 - January 2007
The Cliff House Resort & Spa   2004 - 2006

Skills
Event Planning, Hospitality Management, Customer Service, Microsoft Excel, Outlook, Hotels, Budgets, PowerPoint, Hospitality Industry, Social Media, Microsoft Office, Leadership, Strategic Planning, Management, Hospitality, Sales, Event Management

Education
University of New Hampshire - Whittemore School of Business and Economics   2002 — 2006
Bachelor of Science, Hospitality Management, Business

Florida International University   2004 — 2004
Hospitality Management

Experience
KeyStone Law, PLLC   April 2015 - Present
Connemara Family Office Management, LLC   April 2015 - July 2015
Connemara Fee Only Planning, LLC   April 2015 - July 2015
Abbot Downing  April 2011 - January 2015
GenSpring Family Offices   May 2005 - April 2011
Bank of America Private Bank  1993 - 2005
Chernesky, Heyman and Kress   August 1988 - March 1993
Smith and Schnacke, LLP   August 1987 - August 1988

Skills
Estate Planning, Wealth, CRM, Wealth Management, Asset Allocation, High Net Worth..., Alternative Investments, Investments, Asset Management, Portfolio Management, Investment Management, Investment Advisory

Education
Georgetown University Law Center   1994 — 1996
LL.M, Taxation

Dickinson Law   1984 — 1987
JD, Law - taxation and business

Westminster College (PA)   1981 — 1984
BA, Business and accounting

Experience
GenSpring Family Offices   2007 - 2011
JPMorgan Chase  1989 - 2006
Foundation for the United States Constitution   1988 - 1989
Chadbourne & Parke LLP  1975 - 1988

Education
Harvard Law School   1972 — 1975
J.D.

Williams College   1968 — 1972
B.A., Classics

Experience
Bessemer Trust  May 2010 - Present
AMA  January 2002 - May 2010
GenSpring Family Offices   January 2002 - May 2010

Education
Emory University   1989 — 1993

Choate Rosemary Hall   1987 — 1989

Experience
GenSpring Family Offices   2007 - Present
Glenmede Trust Company  2000 - 2007
PNC Advisors  1998 - 2000

Education
Pennsylvania State University   1976 — 1980

Experience
GenSpring Family Offices   January 2007 - February 2014
GenSpring Family Offices   March 2004 - January 2007
Wachovia Bank & Securities   June 2002 - February 2004

Skills
Human Resources, Employee Onboarding, Training, Project Management, Wealth Management, Compliance, Accruals, Facilities Management, Operating Systems, Investment Banking, Facility Relocation, Staff Development, Staff Management, Coaching Staff, Expense Management, Onboarding, Asset Management, Investments

Education
Webster University
Master's Degree, Human Resources Management and Development

Florida State University
Bachelor's Degree, Public Administration

Experience
GenSpring Family Offices   November 2001 - January 2012
SunTrust Bank  September 1992 - November 2001
SunTrust Bank  January 1972 - September 1992

Education
The University of Georgia   1967 — 1971

Experience
SunTrust Robinson Humphrey  May 2011 - Present
GenSpring Family Offices   April 2007 - May 2011
SunTrust Equity Partners   February 2002 - April 2007
The Robinson Humphrey Company, Inc.   January 1994 - February 2002
GE Capital  June 1983 - December 1993

Skills
Private Equity, Management, Mutual Funds, Investment Banking, Corporate Finance, Valuation, Venture Capital, Alternative Investments, Due Diligence, Hedge Funds, Business Strategy, Capital, Banking, Structured Finance, Equities, Investments, Mergers & Acquisitions, Financial Modeling, Finance, Asset Management

Education
Emory University - Goizueta Business School   1985 — 1986
MBA

University of Virginia   1974 — 1978
BA ECON

Experience
WE Family Offices  December 2012 - Present
GenSpring Family Offices   December 2007 - December 2012
TBK Investments   March 2002 - December 2007
Lloyds private banking   1998 - 2002

Skills
Asset Management, Alternative Investments, Investment Advisory, Hedge Funds, Equities

Education
EBS - European Business School Paris   1994 — 1997

European Business School (EBS) - LondonAdmini   1994 — 1997

European Business School (EBS) Madrid   1994 — 1997
Finance

Experience
AFHE   2007 - Present
.   April 2015 - Present
GenSpring Family Offices   March 2013 - April 2015
GenSpring Family Office   2013 - 2014
Teton Trust Company   2007 - October 2013
GenSpring Family Offices   April 2007 - March 2013
Merrill Lynch Family Office   2000 - 2007
Clifford Chance Rogers & Wells   1994 - 2000
US Navy  March 1974 - June 1994
Chase Manhattan Private Bank  1993 - 1994

Education
Boston University School of Law   1979 — 1983
JD; LL.M

SUNY Stony Brook
BA, Philosophy

Experience
GenSpring Family Offices   September 2015 - Present
SunTrust  September 2015 - Present
Morgan Stanley  February 2015 - September 2015

Education
Columbus State University
Bachelor of Business Administration (BBA), Finance

Experience
Convergent Wealth Advisors  June 2015 - Present
J.P. Morgan Private Bank   April 2013 - January 2015
GenSpring Family Offices   October 2002 - December 2012
Alex Brown  December 1999 - October 2002
Arthur Andersen  January 1994 - December 1999
Legg Mason  August 1988 - January 1994

Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory

Education
George Mason University   1985 — 1988
Bachelor of Science (BS), Finance and Investments

Experience
GenSpring Family Office   April 2011 - Present
GenSpring Family Offices   2012 - 2013
PC LAN TECHS   June 2010 - April 2011
AllianceCare  September 2008 - January 2010
Alliance Technologies  December 1998 - June 2008
Computer Task Group  October 1996 - December 1998

Skills
VMware, Disaster Recovery, Troubleshooting, SAN, Microsoft SQL Server, Networking, HP, Security, Citrix Metaframe, Project Management, Databases, Software Installation, Laptops, Help Desk Support, Cisco Technologies

Education
Des Moines Area Community College   1986 — 1989
Associate, Computer Programming

Newton Community High School   1979 — 1981
Associates, Computer

Experience
GenSpring Family Offices   Senior ManagerDeloitte & Touche LLP1998 - 2006

Education
Kennesaw State University - Michael J. Coles College of Business   1993 — 1998
BBA, Accounting

Experience
GenSpring Family Offices   May 2010 - Present
The Bank of New York  May 2001 - September 2008
The Bank of New York  1995 - 2001
Carteret Savings Bank  1993 - 1995

Education
William Paterson University of New Jersey   1994 — 2000
B.S., Business Administration

County College of Morris   1988 — 2000
A.S., Business Administration

Experience
GenSpring Family Offices   2006 - Present
Orange County Government  2003 - 2006
First Marketing Group  2001 - 2003

Education
Stetson University   1999 — 2001
Bachelor of Arts, Communication Studies

Experience
Halleland Habicht PA  November 2010 - Present
GENSPRING FAMILY OFFICES   August 2004 - November 2010
Irvine Law Firm   October 1998 - February 2004
Reichert Wenner Koch & Provinzino   April 1998 - September 1998

Skills
Human Resources, Employee Relations, Performance Management, Personnel Management, Recruiting, Benefits Administration, HR Policies, Employee Benefits, Onboarding, Workforce Planning, Employee Engagement, New Hire Orientations, Applicant Tracking..., Talent Management, Management, Training, Succession Planning, Leadership Development, Conflict Resolution, Talent Acquisition, Interviews, Organizational..., Staffing Services, Executive Coaching, Screening Resumes, Internet Recruiting, Deferred Compensation, Employee Training, Policy, FMLA, Temporary Placement, Technical Recruiting, Mergers & Acquisitions, Labor Relations, Leadership, Career Development, Coaching, Hiring, College Recruiting, Employment Law

Education
University of Phoenix   2005 — 2007
Bachelor of Science, Business Management

St. Cloud State University   1994 — 1997
Associate of Arts

Experience
Westport Resources  August 2013 - Present
Citi Private Bank  February 2012 - August 2013
Galaxy Family Resources, LLC   December 2008 - January 2012
GenSpring Family Offices   2006 - 2008
Bank of New York Mellon  1999 - 2006
Shawmut Bank  January 1989 - April 1999
Barnett Bank  1984 - 1989

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Wealth Management, Due Diligence, Insurance, Equities, Investment Banking, Private Equity, Fixed Income, Asset Management, High Net Worth..., Private Banking, Investments, Finance, Mutual Funds, Investment Strategies, Loans, Portfolio Management, Risk Management, Investment Management, Securities, Family Office, Strategic Financial..., Financial Services, Wealth Management...

Education
Fairfield University   1967 — 1971
B.S., Marketing

University of Oklahoma
Advanced degree in Commerical Banking

Experience
Miller Russell Associates  June 2015 - Present
Miller Russell Associates  February 2013 - Present
GenSpring Family Offices   June 2006 - January 2013
GenSpring Family Offices   June 2006 - January 2013
Sherwin Williams  October 2001 - April 2006

Skills
Operations Management, Project Management, Process Improvement, Report Writing, Records Management, Change Management, Fast Learner, Result Oriented, Goal Oriented, Highly detail oriented, Technical Analysis, Asset Allocation, Business Analysis, Investment Advisory, Investment Strategies, Alternative Investments, Portfolio Management

Education
Northern Arizona University   2008 — 2010
Master, Master of Administration

Baldwin-Wallace College   2000 — 2002
BS, Business Administration

Experience
TFO Phoenix   November 2011 - Present
GenSpring Family Offices   2007 - November 2011
Inlign Wealth Management  2006 - 2007
JPMorgan  June 2004 - June 2006
Bank One  July 2002 - June 2004
Andersen  June 2000 - June 2002

Skills
Investments

Education
Arizona State University   1996 — 2000
BS, Global Business/Finance

Experience
Genspring Family offices   September 2002 - Present

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fund Of Funds, Asset Managment, Advent, Wealth Management

Education
Rollins College   1988 — 1990
mba, finance

University of Notre Dame   1978 — 1982
bba, finance

Experience
GenSpring Family Offices   May 2005 - May 2012
CFO Tech   May 2003 - May 2005

Skills
Accounting, Human Resources, Tax

Education
Western International University   2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting

Arizona State University   1996 — 2000
Bachelor of Arts (BA), Anthropology

Experience
Dell  May 2012 - Present
GenSpring Family Offices   September 2004 - May 2012
Volt Telecom Group  May 2002 - September 2004

Skills
Network Security, Security, Firewalls, Active Directory, Windows Server, Cisco Technologies, Disaster Recovery, Information Security, VPN, Checkpoint, Risk Management, Information Security..., DNS, VMware, Windows, System Administration, Servers, Network Administration

Education
New York Institute of Technology-Old Westbury   1988 — 1992
Bachelor of Science (BS), Architecture

Experience
U.S. Trust   June 2007 - Present
Palm Beach Atlantic University  January 2005 - August 2007
Crestmark Investment Management, Inc.   August 2004 - June 2007
GenSpring Family Offices   September 2001 - August 2004
Investment Consulting Group, Inc.   August 1998 - August 2000

Skills
Portfolio Management, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Due Diligence, Finance, Strategy, Management, Wealth Management, Investment Management, Asset Management, Investment Strategies, Equities, Investment Advisory, Fixed Income, Mutual Funds, Strategic Financial..., Capital Markets, Wealth Management..., Securities, Asset Managment

Education
University of Denver - Daniels College of Business   2000 — 2001
M.Acc., Accountancy

Florida International University - College of Business   1985 — 1994
B.S., Finance

Experience
GenSpring Family Offices   October 2008 - Present
SunTrust Bank  September 1968 - September 2008
SunTrust Bank  1968 - 2008

Skills
Trust Administration, Business Developement, Community Service, Securities, Investment Advisory, Financial Modeling, Derivatives, Investment Banking, Banking, Trading, Series 63, Bloomberg, Equity Research, Bonds, Corporate Finance, Strategic Financial..., Retirement Planning, Business Strategy, Venture Capital, Credit, Investor Relations, Charitable Gift Planning, Limited Partnerships, Trust, Business Development, Personal Trust

Education
Georgia State University   1971 — 1973
MBA

Univerity of Georgia   1962 — 1966
Bachelor of Arts (B.A.), Political Science and Government

Experience
FASCET LLC  October 2012 - Present
GenSpring Family Offices   April 2007 - October 2012
AST Trust Company   2005 - 2007
Lincoln Financial Group  January 2005 - May 2005

Education
Arizona State University   2001 — 2005
Business, Finance

Marana High School   1997 — 2001

Experience
GenSpring Family Offices   December 2008 - March 2012
Urbina Properties LLC   January 2006 - November 2008
Guggenheim Investment Advisors   June 2000 - December 2005

Education
Adelphi University   1994 — 1997
Masters of Science in Banking & Money Management, Banking & Money Management

Hofstra Univeristy - Frank G. Zarb School of Business   1990 — 1993
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law

Georgetown University School of Nursing & Health Studies   1988 — 1990
Emergency Room/Trauma Nursing

Experience
Ballentine Partners, LLC  June 2015 - Present
Boston Private Wealth, LLC  December 2014 - May 2015
GenSpring Family Offices   January 2013 - December 2014
GenSpring Family Offices   January 2008 - December 2012
Gunster  April 2005 - April 2007
Law Offices of Gary, Williams, Finney, Lewis, Watson & Sperando, P.L.   December 2001 - November 2004

Education
Cornell University - T. Colin Campbell Foundation   2012 — 2012
Certificate, Plant Based Nutrition

Palm Beach State College