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Investment Sales Advisor

Prior to joining Capstone, Ian worked in commercial banking as a portfolio underwriter at a Fortune 500 financial institution. Ian’s responsibilities included conducting in-depth credit risk and performance analysis, gathering comprehensive due diligence on the client, and building relationships with business bankers. During his time there, Ian gained extensive experience in accurately assessing the qualifications of applicants based on cash flow, profit & loss, investments, debts, tax returns, and plans & projections of the applicant.

Ian earned a Bachelor of Science degree in Finance from Canisius College in Buffalo, New York. While there, he was the president of Canisius Men’s Club Soccer and a member of the Economic & Finance Club.

Currently Ian lives in Orlando, and in his free time enjoys fishing, traveling, and spending time with friends and family.

 

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