SPOTLIGHT Interview

  What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?) Director of Investments. I conduct investment due diligence and manage client portfolios.   What gets you excited about your work? I love researching new prospective investment opportunities.   Why financial services? I have always had a passion for business and investing.   Where did you attend college and what was your major/minor? St. Cloud State University. Finance.   What is the last test or next test you are working on? I hold CFA (Chartered Financial Analyst) and CMT (Chartered Market Technician) designations and hope to take Level 2 of the CAIA (Chartered Alternative Investment Analyst) Spring 2023.   How do you pass the time when you’re not in the office? I like to spend time with my family and play golf.   What’s a fun fact about you many people may not know? I have two French Bulldogs.   Where’s your favorite place in the world? Captiva Island, Florida   What’s your favorite indoor/outdoor activity? Playing Golf.   What was your first or weirdest job? Car Wash.   What is the first concert you attended? Aerosmith.   What is your greatest fear? Snakes.   You are being taken to dinner. Do you go classic American or fine dining? And where? American.   What tv show/movie are you ashamed to admit you love? Silicon Valley.