Todd

Experienced investment professional with presentation experience
62 years oldAccountant/Finance ProfessionalCome from United States Living in Shanghai
Language: English
Mandarin: a little

Director Private Equity
O&G Capital Management
Jan 2019 - Jan 2019

Built a successful private equity division within an existing investment company

Investment Advisor
LPL Financial
Jun 2014 - Jun 2018(4 years)

Accumulated $20 million in assets under management working with a high net worth clientele.

Western New England University
, Finance
Sep 1984 - Dec 1988(4 years)

Graduated with honors from a reputable university with a bachelors degree in finance