Favorite Wooden Maxim
"Success is peace of mind attained only through self-satisfaction in knowing you made the effort to do the best of which you're capable."
Investment Advisor, Investment Manager, Hedge Fund Manager, Mutual Fund Manager. Responsible for over $1 Billion assets under management. Worked at PaineWebber/UBS, AG Edwards/ Wells Fargo and owned a registered investment advisor for many years. Graduate of McDaniel College.
Areas of Expertise
As a Coach
Certified John Wooden coach and certified Napoleon Hill coach. You can learn something every day about competitive greatness from the lessons of these great American teachers. Glad to collaborate with like minded fiduciary driven professionals who strive for excellence in their chosen endeavor.
I offer online courses with live zoom calls and one on one/group coaching. Served on the University of California, Riverside Extension Advisory Board. The Transformational Leadership Executive Program is a UCRE online program empowering individuals and firms to re-imagine how they approach business in today's competitive landscape.