Bio
Credentials
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Investment Foundations Certificate
CFA InstituteApr, 2013- Jun, 2026
Experience
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Compliance Analyst and Records Access Officer
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2012 - Present
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Investor Relations Program Manager
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2003 - 2011
A strategic partner working with C-Level Management, Finance, Marketing, Public Relations and Legal to provide information to investors to maximize shareholder value through Communications, Analysis and Project Management.
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CRVelocity Program
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2000 - 2002
In-House Incubator Program for Portfolio CompaniesCRVelocity team of in-house consulting service providers including executive recruiting, staffing and human resources management, marketing and business development and operations to accelerate portfolio companies growth.
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Client Relations Manager, AVP
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1987 - 2000
Client Relations Manager 1998-2000Event Manager / Project Manager 1993-1998Operations Officer 1988-1993Portfolio Assistant 1987-1988
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Education
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Northeastern University
Suggested Services
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Industry Focus. “Financial Services”
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