Homebase: Los Angeles

Professional Focus: He combines his dedication to investment strategy with his passion for assisting clients in reaching their financial goals.

Education: Marshall School of Business, University of Southern California

Previous Work Highlights: He worked as a Client Associate in Morgan Stanley’s Wealth Management division before joining Oracle as an Application Sales Representative.

Personal Facts: A native of Honolulu, Hawaii, he enjoys spending his free time surfing, golfing, and playing soccer.