Experience

Apollon Wealth Management, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Chief Investment Officer

  • Jul 2022 - 1 year 6 months


Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• VP, Portfolio Construction, Strategic Investment Research Group

  • May 2021 - Jul 2022

  Primary focus is on the discretionary management of multi-asset investment solutions including risk budgeting and manager allocation within both traditional and alternative asset classes.

• Vice President / Portfolio Manager, Digital Investment and Product Management

  • Sep 2017 - May 2021

  Newark, NJ Prudential Customer Solutions' RIA Chief Investment Officer - Built and launched Prudential's robo advisor and hybrid digital advisory platform. Managed all risk-based portfolios including asset allocation, investment fulfillments, and capital market assumptions.



State Street Alternative Investment Solutions

• Financial Services
• 100 - 200 Employee

• Managing Director

  • Apr 2013 - Sep 2017

  Princeton, NJ Responsible for the management and continued development of the firm's performance and risk reporting solutions for hedge fund clients.



MetLife

• United States
• Insurance
• 700 & Above Employee

• AVP - Investment Products

  • Oct 2008 - Mar 2013

  Responsible for the management and continued development of advisory products, investment product due diligence, third party relationships, and broker dealer channel support.

• Director - Portfolio Analytics

  • Apr 2004 - Oct 2008

  Responsible for the management and continued development of technology platforms, performance reporting software, and sales tools.



Syntel

• Netherlands
• Financial Services
• 100 - 200 Employee

• Business Analyst

  • Sep 2003 - Mar 2004

  Served as a consultant on client’s site, State Street’s Investment Managers Solutions (IMS) product management department, working on its trading and asset management platforms.



AdvisorTech

• IT Services and IT Consulting

• Global Product Manager

  • Aug 2000 - Sep 2002

  Responsible for designing and managing product development activities, overall product marketing strategy, and budget of new and existing products.



Suretrade

• New Zealand
• Construction

• Director of New Business Development

  • Aug 1997 - Jun 2000

  Responsible for the development of new online brokerage products and managing relationships with key business partners.