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JIM SAND |
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Mr. Sand is a Managing Director. He has more than seven years of experience serving the complex financial needs of families with substantial wealth.
Focus
— Balance Sheet and Cash Flow Management
— Wealth Strategy Oversight and Supervision
— Product Evaluation and Selection
Prior Experience
— Managing Director, Crosswater, a multi-family office
— Vice President of Family Office Strategies,
— U.S. Bancorp Piper Jaffray
— Regional Marketing Coordinator, Ford Motor Company
Education:
— B.S.B. Finance, University of Minnesota
— M.B.A. Marketing, Carlson School of Management, University of Minnesota
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