Chief Investment Officer of Genesis Wealth Advisors, which designs and implements comprehensive wealth management strategies for individuals, their parents and children. President at Sunrise Business Development, a unique concept that leverages business networking and sales coaching. I have managed multi-billion dollar portfolios for individuals, mutual funds, pension funds and insurance companies, including global financial firms such as Fortis, Morley, and State Street Global Advisors.
I have nearly two decades of professional money management experience.
Pre-Startup/R&D, MVP/Finished Product, Achieving Sales, Breaking Even, Profitable, Other
Education & Training, Medical, Pharma & Health Care, Tourism & Hotels, Sport & Leisure, Personal Services, Transportation, Agriculture, Automotive, Internet, eCommerce & Apps, IT, Hardware & Software, Building Services & Products, Greentech & Environmental, Entertainment & Film, Finance, Business & Law, Security & Defence, Manufacturing, Energy & Mining, Real Estate, Hospitality, Restaurants & Bars, Products & Inventions, Retail, Marketing & Advertising, Fashion & Beauty, Technology, Food & Beverage, Aviation, Media & Publishing, Biotechnology & Life Sciences, Telecom & Mobile
South West, Midwest, North East, South East, West
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