6x Forbes National Ranked Advisor
Senior Vice President, Wealth Manager
CEPA, Certified Exit Planning Advisor
Wealth Manager, works with Insiders and Section 16 officer transactions. Expert in writing 10b5-1 plans, Form 144 and Form 4 filings.
Did your company just go public or become acquired by a public company and need to strategize around selling a significant amount of stock ... I’m your guy!
Yogi and musician by night 🎸🧘🏽♂️ +10 years daily practice. Multiple style of yoga and breathe work. Play most instruments and love leading kirtan!
Majority plant based (vegan) and regularly fast.
Let’s link up !
Invited by: Caitlin Turner
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Day | Followers | Gain | % Gain |
---|---|---|---|
November 14, 2023 | 54 | +3 | +5.9% |
August 11, 2022 | 51 | +1 | +2.0% |
March 13, 2022 | 50 | +5 | +11.2% |
January 15, 2022 | 45 | +2 | +4.7% |
December 08, 2021 | 43 | +2 | +4.9% |
October 31, 2021 | 41 | +1 | +2.5% |
September 24, 2021 | 40 | +5 | +14.3% |