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Bio

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Credentials

  • C.T.F.A.
    Institute of Certified Bankers
    Aug, 2013
    - Sep, 2024

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Vice President
      • May 2008 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President/Director - Client Management - Private Wealth
      • Dec 2006 - May 2008
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Relationship Manager - Family Office Group - Private Wealth
      • May 1999 - Dec 2006
    • Relationship Management - Institutional
      • Mar 1995 - May 1999

Education

  • Boston University
    B.A., History - College of Arts and Sciences
  • Boston University
    Program for Financial Planners
  • New England School of Banking at Williams College
    Trust Banking
  • Worcester Academy

Community

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