Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Director, Family Wealth Consulting

  • Nov 2020 - Present

  Syracuse, New York, United States

• Senior Client Experience Manager, Senior Vice President

  • Sep 2018 - Nov 2020

  Syracuse, New York, United States Lead coordinator for product and service offerings, wealth advice, and client experience for a book of approximately 100 HNW/UHNW clients.

• Senior Financial Planner, Vice President

  • Nov 2011 - Sep 2018

  Responsible for all technical aspects of the client relationship, including everything from financial planning & analysis to thought leadership and wealth strategy.



Syracuse University - Martin J. Whitman School of Management

• United States
• Higher Education
• 100 - 200 Employee

• Adjunct Professor of Finance

  • Jan 2015 - Present

  Section instructor for MBC633 - Managerial Finance in Whitman's online MBA program. Have also taught Finance 300 and Finance 346 to undergraduates.



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Jun 2005 - Nov 2011

  Syracuse, New York



The One-Minute Financial Planner

• Author

  • Apr 2011 - Apr 2011

  Syracuse, New York A short, easy-to-understand book answering sixty common misconceptions people have about money, investing, and retirement.