Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Senior Vice President, Managing Director of Investment Strategy

  • Jan 2021 - Present

  Cleveland, Ohio As a member of Key Private Bank's Chief Investment Office (CIO), I lead the initiatives for enhancing the communication and collaboration between our Office and all client-facing segments within the wealth management business. My primary objective is to strengthen the effectiveness of our investment strategies, guidance and solutions tailored to our clients' unique needs. In addition, I represent the Office in the development and communication of our overall investment strategy and economic… Show more As a member of Key Private Bank's Chief Investment Office (CIO), I lead the initiatives for enhancing the communication and collaboration between our Office and all client-facing segments within the wealth management business. My primary objective is to strengthen the effectiveness of our investment strategies, guidance and solutions tailored to our clients' unique needs. In addition, I represent the Office in the development and communication of our overall investment strategy and economic outlook to internal partners, clients and the media. Key Private Bank is a leading provider of wealth management solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Investments – Retirement Plan Services

  • Mar 2017 - Nov 2019

  Greater Cleveland/Akron Area, Ohio As part of the enterprise’s extended leadership team, I contributed to the strategy, development and execution of business goals, client service and product initiatives within the enterprise as well as the overall corporation. In addition, for 12 years, I led the investment consulting group, the team that delivered investment analysis and consulting services to approximately 600 institutional retirement plan clients and their advisers. I had the pleasure of personally serving eight of those… Show more As part of the enterprise’s extended leadership team, I contributed to the strategy, development and execution of business goals, client service and product initiatives within the enterprise as well as the overall corporation. In addition, for 12 years, I led the investment consulting group, the team that delivered investment analysis and consulting services to approximately 600 institutional retirement plan clients and their advisers. I had the pleasure of personally serving eight of those clients, with aggregate retirement plan assets totaling approximately $10 billion (each client ranging in size from $150 million to $5 billion). Our investment team and I had the opportunity to build genuine relationships with client committee members to help them and their employees achieve success, demonstrated by the tenure of each of the eight client relationships spanning 12-15 years. I also provided strategic input for 10 years as a member of the Product Management Board for Charles Schwab Investment Management (CSIM), a $500+ billion asset manager.

• Managing Director, Investments – Retirement Plan Services

  • Jan 2007 - Mar 2017

  I provided thought leadership, vision and investment solutions to the Retirement Plan Services leadership and corporate executive teams with a focus on capital markets, economic outlook, investment trends, regulatory and legislative updates and best practices for adherence to investment policies and fiduciary standards. I also led the investment consulting team that served our clients and provided executive oversight of the Schwab Retirement Plan Services Focus List Committee for 10 years -… Show more I provided thought leadership, vision and investment solutions to the Retirement Plan Services leadership and corporate executive teams with a focus on capital markets, economic outlook, investment trends, regulatory and legislative updates and best practices for adherence to investment policies and fiduciary standards. I also led the investment consulting team that served our clients and provided executive oversight of the Schwab Retirement Plan Services Focus List Committee for 10 years - evaluating, selecting and monitoring over 225 investment managers per year in major asset categories. Recognized twice with elite-level company awards for two multi-year projects that involved strategy, creation and launch of new products.

• Senior Institutional Investment Consultant – Retirement Plan Services

  • 2003 - Jan 2007

  I provided investment consulting for up to 60 client relationships, while leading 6 individuals, focusing on areas of capital markets, industry topics, fiduciary best practices, investment menu design, selection and monitoring of investment managers, and construction and maintenance of investment policy statements.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant – Private Client Group

  • 1998 - 2003

  Cleveland, Ohio I served as the primary advisor for high-net worth clients to determine and implement financial planning and investment strategies, including day-to-day portfolio management of client assets through evaluation of various investments, including stocks, bonds, mutual funds, separate accounts and other instruments. Additionally, I led client acquisition strategies for a 5-member partnership team.



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Consultant/Associate – Employee Benefits Practice

  • 1993 - 1998

  Cleveland, Ohio At Watson Wyatt, I consulted with clients in developing their employee benefits health care strategy. After three years, I joined Towers Perrin, where I managed and developed corporate client relationships and initiated new business opportunities within those accounts. During that time, I was selected as 1 of 8 “high potential” associates across the firm to participate in a national leadership development program.