Orange County, California Area Vice President of Sales, North America Geography at Cadence Design Systems Semiconductors Education Pepperdine University, The George L. January 2001 - December 2006 Skills Wealth Management, Estate Planning, Retirement, Investments, Tax, Financial Planners, Insurance, High Net Worth., Wealth, Investment Advisory, Retirement Planning, Strategic Financial., Risk Management, 401k, Asset Allocation, Mutual Funds, Wealth Management., Investment Management, Asset Managment, Accounting, Social Security Analysis, Employer Retirement. Greater Los Angeles Area CFPВ®, EA, ChFCВ®, AIFВ®, CRPSВ®, Wealth Advisor / Director Wealth Management Financial Services Education University of Southern California 1975В -В 1977 Master of Business Administration (M.B.A.), Finance & Real Estate California State University-Los Angeles 1972В -В 1975 Bachelor of Science (BS), Finance & Real Estate Loyola Marymount University 1965В -В 1969 Bachelor of Science (BS), Biology, General Experience McGladrey Wealth Management LLC November 2009 - Present Morgan Stanley Smith Barney January 2007 - October 2009 Maurin Financial Services, Inc.

Orange County, California Area Senior Director at Cornerstone Real Estate Advisers Real Estate Education Pepperdine University 1978В -В 1980 MBA University of Southern California 1973В -В 1977 BS, Marketing Experience Cornerstone Real Estate Advisers March 2003 - Present PM Realty Advisors May 2000 - March 2003 Skills Real Estate, Real Estate Private., Financial Analysis, Real Estate Economics, Business Development, Real Estate Development, Commercial Real Estate, Lease Negotiations, Shopping Centers, Loans, Asset Management, Contract Negotiation, Leases, Market Analysis, Brokerage, Investment Management, Marketing Strategy, Disposition, Negotiation, Due Diligence, Investments, Apartments, Portfolio Management, Sellers, Asset Managment, Real Estate Financing, Business Strategy, Structured Finance, Valuation, Joint Ventures, Private Equity, Investment Strategies, Real Estate Transactions, Capital Markets, Investment Properties, Underwriting, Acquisitions, Tenant Representation, Financial Structuring, Corporate Real Estate, Location Intelligence, Property Management, Appraisals, Investment Sales, International Real., Tenant, Landlords, Lease Administration, Financial Modeling, Entitlements Show more

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