CEO at Newday Impact Investing

NEWDAY

Responsible for driving renenue and profitability growth of wealth management business in the San Francisco Bay Area market via effective leadership,management, and operational effectiveness.


Instrumental in propelling growth of NCPI wealth management business, managed operational effectiveness across organization, and led turnaround of fractured business and subsequent sale of organization to Sterne Agee in 2001.


NCPI

Launched and led Piper Jaffray's growth in the Private Client business across the State of California. Operated as San Francisco Branch Manager, Northern California Regional Director, and Operating Committee Member over a 13 year period.


CEO at NEWDAY

NEWDAY

CEO

Stone & Youngberg/Stifel Financial Corp.

Head of Private Client Services/Managing Director, Branch Manager - Stifel

NCPI

President & CEO

Piper Jaffray

Regional Director

Providence College

Finance

Bachelor of Science (B.S.)

University of Denver - Daniels College of Business