Associate Vice President and Wealth Management Advisor
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Resourceful Associate Vice President and Wealth Management Advisor with 15+ years of experience in sales and investment capital raising within the financial services and automotive industries. Proven track record in managing $500 million in retail customer assets and achieving monthly sales quotas. Skilled in negotiation, client relationship management, and business development, with a strong focus on driving revenue growth and fostering high-value client interactions.
Associate Vice President - Gulf Coast Western - Boise, ID
(2025-08)
Raising investment capital for domestic oil and gas drilling from high net worth investors.
Sales Consultant - Boise Mitsubishi - Boise, ID
(2024-12 - 2025-08)
New/used auto sales and related activities.
Wealth Management Advisor - Chaisson Harris Capital - Alamo, CA
(1995-11 - 2024-01)
Managed $500 million retail customer assets.
BS - Business Marketing & Finance (Engineering and Applied Sciences) - Arizona State University (1990-06 - 1995-06)
