Experience

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  GGM Investments

  • Dover, MA

  • Founder and Managing Partner

    • Mar 2014 - Present
    • Dover, MA

    * Serve as subject matter expert to a diverse roster of corporate and individual clients seeking guidance on financial services* Cultivate strong contacts with prospective clients while strengthening existing account relationships, driving new business development from referrals

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  New York Life Insurance Company

  • Waltham, MA

  • Financial Planner

    • Mar 2010 - Mar 2014
    • Waltham, MA

    * Advised high net worth clients gaining insight into their specific financial needs, requirements and challenges

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  GGM Investments

  • Dover, MA

  • Founder and Investment Manager

    • Apr 2001 - Dec 2009
    • Dover, MA

    * Pioneered the launch of this investment management firm dedicated to optimizing the performance of a portfolio of domestic small cap growth securities; gained invaluable exposure to the principles of domestic small cap securities, short sales, margins, and real estate investment ...

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  Mellon Bank

  • Boston, MA

  • Vice President, Senior Credit and Risk Officer

    • 1995 - 2000
    • Boston, MA

    * Led all vision, strategy, and execution for compliance and risk review functions at the Global Trust Unit of one of the world's largest money management firms* Served a key role ensuring compliance with established risk standards by all custody products; served as the custodian o...

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  Allmerica Financial

  • Worcester, MA

  • Director of Client Services

    • 1993 - 1995
    • Worcester, MA

    * Directed all Client Services functions for assigned mutual fund groups in the Mutual Fund Services Division, which supports fund sales for over 20 fund groups and back office services for over 1,000 Defined Contribution plans; delivered a 10% gain in revenue from the sale of addition...

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  Fidelity Investments

  • Boston, MA

  • Assistant Vice President, Mutual Fund Operations

    • 1990 - 1993
    • Boston, MA

    * Maintained accountability for the performance of multiple processing groups comprised of over 100 employees engaged in three shifts, 6 days per week; the Retail Mutual Funds Transfer Agent Group was responsible for the movement of up to $2B in mutual fund trades on a daily bas...

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  First National Bank of Chicago

  • Boston, MA

  • Vice President of Commercial Lending

    • 1984 - 1990
    • Boston, MA

    * Delivered consistent gains in revenue and market share for the Boston Regional Office of this multinational bank headquartered in Chicago through the sale of investment banking products; developed and managed a client portfolio producing over $2MM in annual revenue* Increased credit c...