Experience

Clarfeld | Citizens Private Wealth

• United States
• Financial Services
• 100 - 200 Employee

• Senior Trust Officer

  • Nov 2017 - Jul 2020

  Providence, Rhode Island Area Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank… Show more Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. Show less



Glenmede

• United States
• Financial Services
• 300 - 400 Employee

• Wealth Advisor

  • Jul 2015 - Nov 2017

  Greater Philadelphia Area



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Trust Officer

  • May 2012 - Aug 2015

  Greater Chicago Area



PNC

• United States
• Financial Services
• 700 & Above Employee

• Trust Advisor

  • Jan 2008 - May 2012



Pessin Katz Law, P.A. (PK Law)

• United States
• Law Practice
• 1 - 100 Employee

• Attorney

  • Sep 2006 - Jan 2008