Experience

SRS Acquiom

• United States
• Financial Services
• 100 - 200 Employee

• Director, Escrow and Payments Solutions

  • Jan 2022 - Present



Global Value Advisors, a division of Moody Aldrich Partners, LLC

• United States
• Investment Management

• Marketing & Client Service Associate

  • Jan 2018 - Jan 2022

  Global Value Advisors is a Moody Aldrich Partners, LLC affiliate. Global Value Advisors is a Moody Aldrich Partners, LLC affiliate.



Eastern Shore Capital Management, a division of Moody Aldrich Partners, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Marketing and Client Service Associate

  • Jul 2016 - Jan 2022

  Eastern Shore Capital Management is an affiliate of Moody Aldrich Partners, LLC. Eastern Shore Capital Management is an affiliate of Moody Aldrich Partners, LLC.



Moody Aldrich Partners, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Marketing and Client Service Associate

  • Jul 2016 - Jan 2022



Windham Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Director

  • Jul 2009 - Jun 2016

  High Net Worth and Family Office clients. High Net Worth and Family Office clients.



Cabot Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Oct 2006 - Feb 2009



Brown Brothers Harriman

• United States
• Financial Services
• 700 & Above Employee

• Securities Lending

  • 2003 - 2006