Founder and President
The Personal CFO
Austin, Texas - United StatesIndustry
Seasoned financial professional with 31 years of experience. Founder of The Personal CFO, Inc. - a mobile family office. Independent, holistic financial advice, estate planning, asset protection planning and alternative investments. Acted as portfolio manager, insurance specialist, financial analyst and distressed debt underwriter. Conducted training for employees of Travis County Texas and Cisco Systems in Austin Lectured at the University of Texas on entrepreneurial law Been interview n every major news station in Austin Wrote, produced two short documentary films Provided securities industry expert witness services resulting in the recover of hundreds of thousands of dollars Volunteer on estate planning section of www.allexperts.com. Have answered 462 questions since July 2009 Specialties: Personal financial modeling, project management and product management. Building consensus, managing projects with numerous moving parts.