Experience

Bryn Mawr Trust

• United States
• Investment Management
• 200 - 300 Employee

• Senior Vice President, Wealth Director

  • Dec 2021 - Present



Wells Fargo Private Bank

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President, Wealth Advisor

  • Dec 2019 - Dec 2021

  Identify prospective clients and deepen existing relationships with the goal of bringing new assets into The Private Bank within Wells Fargo Wealth Management. Identify prospective clients and deepen existing relationships with the goal of bringing new assets into The Private Bank within Wells Fargo Wealth Management.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Executive Director, Client Advisor and Market Team Lead

  • Jun 2010 - Dec 2019

  Advised clients on their overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs. Served at Market Team Lead to help the team drive new business and share best practices and lessons learned. Advised clients on their overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs. Served at Market Team Lead to help the team drive new business and share best practices and lessons learned.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Senior Investment Officer, Senior Trust Officer and Life Insurance Dept. Manager

  • Mar 2004 - Jun 2010

  Oversaw a complex trust book of over $2 billion in trust investment assets and paid particular attention to risk management issues, including: discretionary actions; on-going tax planning; communication with co-trustees, beneficiaries, and professional advisors. Oversaw a complex trust book of over $2 billion in trust investment assets and paid particular attention to risk management issues, including: discretionary actions; on-going tax planning; communication with co-trustees, beneficiaries, and professional advisors.



Bessemer Trust

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President

  • Jan 1999 - Mar 2004

  Provided trust management and family office type services including the review of trust documents, arranging appropriate trust distributions, cash flow analysis, and coordination of new business opportunities with senior management. Provided trust management and family office type services including the review of trust documents, arranging appropriate trust distributions, cash flow analysis, and coordination of new business opportunities with senior management.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Transaction Settlement Specialist

  • Jun 1996 - Jan 1999