Drew College

Drew College

Chief Operating Officer at Roehl & Yi Investment Advisors | Army Veteran
Eugene, Oregon, United States

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Work Experience

Roehl & Yi Investment Advisors, LLC

Chief Operating Officer

2022-10-01 - Present

2-2 Stryker Brigade Combat Team, 7th Infantry Division

Brigade Maneuver Planner, Operations Officer

2020-07-01 - 2022-08-01

1-13th Infantry Battalion, 193rd Infantry Brigade

Company Commander, Basic Combat Training Company

2019-01-01 - 2020-06-01

2-327 Infantry Battalion, 101st Airborne Division

Executive Officer, Heavy Weapons Company

2017-01-01 - 2018-12-01

United States Military Academy

Protocol Officer

2014-08-01 - 2014-12-01

Skills

wealth management retirement plans estate planning participant education retirement ria financial advisors fiduciary portfolios

Languages

No Languages Available