Watermark Advisors, LLC since Jul 2002
Executive Managing Director
Education:
Vanderbilt University - Owen Graduate School of Management 1997
Master of Business Administration, Masters
Vanderbilt University 1995 - 1997
Master of Business Administration, Masters, Finance
Southern Methodist University 1989 - 1993
Bachelors, Bachelor of Business Administration, Real Estate, Finance
Christ Church Episcopal School 1976 - 1989
Skills:
Mergers and Acquisitions Private Equity Investment Banking Valuation Due Diligence Acquisitions Mergers Private Placements Divestitures Capital Markets Corporate Finance Business Development Finance Business Valuation Financial Structuring Business Planning M&A Experience Corporate Development
Interests:
Family Traveling Reading Church Fitness Sports
Certifications:
Series 24 - General Securities Principal Series 79 - Investment Banking Representative Series 7 - Registered Representative Series 63 - State Securities License