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.
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