Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
UHNW and HNW Private Wealth Advisor at Safeguard Financial working with Family Offices, Venture Debt, Private Equity
Industry
Finance / Banking / Insurance
About
A top performing advisor and entrepreneur with almost 2 decades of experience in both the financial services and sports industries. Established and owned a SEC registered RIA and insurance brokerage that focused on high net worth executives and professional athletes.
I was one of only a few registered advisors with the NFL Players Association, and worked with several professional athletes.
Structured the acquisition of a professional football team in the Arena Football League, the relocation of the team from Tulsa to San Antonio and the sale of the team to a local ownership group.
Co-founded an investment banking and merchant banking firm with a focus on the media, entertainment, and s...
Tags
insurance
sports
art
financial services
agency
internet marketing
entertainment
football
events
charity
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