President & Chief Investment Officer at Seabridge Wealth Management, LLC (Sole Proprietorship)
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work:
Seabridge Wealth Management, LLC - St. Petersburg, Florida since May 2011
President & Chief Investment Officer
Bank of America Jan 2009 - Feb 2010
Managing Director, GWIM Transition Executive
Bank of America (Columbia Mgt) Sep 2004 - Jan 2009
Managing Director, Head of International
Bank of America (Columbia Mgt) Feb 2002 - Feb 2004
Managing Director, Head of Eastern U.S. & Latin America
Banc of America Securities May 1997 - Feb 2002
Managing Director, Institutional Fixed Income Sales
Skills:
Wealth Management Fixed Income Equities Asset Managment Investments
Bank of America Jan 2009 - Feb 2010
Managing Director, Gwim Transition Executive
Bank of America Sep 2004 - Jan 2009
Managing Director, Head of International
Bank of America Feb 2002 - Feb 2004
Managing Director, Head of Eastern U.s and Latin America
Bank of America May 1997 - Feb 2002
Managing Director, Institutional Fixed Income Sales
Raymond James Jan 1992 - May 1997
Vice President