Experience

Genter Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Director of Consultant Relations

  • Feb 2021 - Present

• Vice President-Director of Consultant Relations

  • Aug 2014 - Present



BNY ConvergEx

• United States
• Accounting
• 1 - 100 Employee

• Senior Vice President Institutional Sales

  • Sep 2006 - May 2013

  Greater New York City Area Responsible for direct institutional sales of global transition management and discounted brokerage services to large public pensions, corporate, insurance, foundation and endowment clients within the eastern US and all of Canada. Ranked #1 in 2012, and consistently ranked top three in explicit sales revenue vs. peers.

• Senior Account Manager

  • Jan 2004 - Aug 2006

  Greater New York City Area Supervised 4 account representatives while managing client relations for the firms top 200 institutional clients-Tier I relationships. Account coverage experienced 20% year over year increases in revenue in addition to extremely high levels of client satisfaction.



Instinet Incorporated

• United States
• Capital Markets
• 400 - 500 Employee

• Assistant Vice President-Client Services

  • Jan 1999 - Jan 2004

  Greater New York City Area Managed Tier I and Tier II institutional investor accounts. Lead financial institutions group relationships and customized reporting to ensure all client reporting needs were exceeded.



Lebenthal & Co, LLC

• United States
• Investment Banking

• Wealth Management Advisor

  • Jan 1998 - Jan 1999

  Greater New York City Area Provided financial planning and tax assessments to high net worth individuals. Promoted municipal bond offerings to firm clientele.



G.X. Clarke & Co

• United States
• Investment Banking

• Assistant Trader

  • Jan 1996 - Dec 1997

  Greater New York City Area Executed fixed income principal orders in sales trading environment with the firm's institutional client base.