Matthews Asia
Co-Lead, Us Intermediary Distribution
Matthews Asia
Vice President-Sales and Client Service
Charles Schwab May 2008 - Jun 2009
Sales Director, Managed Accounts and Alternative Investments
Charles Schwab Nov 2005 - May 2008
Sales Director
Charles Schwab Jul 2002 - Nov 2005
Senior Analyst, Managed Account Research Center
Education:
Uc San Diego School of Global Policy and Strategy (Gps) 1995 - 1999
University of North Carolina at Chapel Hill 1990 - 1994
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration, Asian Studies, Political Science
Thomas Jefferson High School 1986 - 1990
Skills:
Public Speaking Mutual Funds Asset Allocation Investments New Business Development Investment Strategies Japanese Wine Alternative Investments Selling Series 65 Asset Management Portfolio Management Emerging Markets Sales
Interests:
Live Music Foreign Travel I Enjoy Movies
Languages:
Japanese
Certifications:
Chartered Financial Analyst Cpwa Caia 162977 Investment Management Consultants Association Caia Association