Experience

OctaveWealth

• United States
• Financial Services
• 1 - 100 Employee

• VP of Business Development & COO

  • Sep 2017 - Present

  San Francisco Bay Area Responsible for business operations, retirement plan administration, business development, and account management

• Business Development

  • Mar 2016 - Aug 2017

  San Francisco Bay Area Drove new business selling 401(k) solutions to small and medium sized business



Sips and Pieces

• Chef & Sommelier

  • Dec 2015 - Present

  San Francisco Bay Area Chef & Sommelier specializing in seasonal wine paired dinners for private events.



Spruce Restaurant

• Restaurants
• 1 - 100 Employee

• Chef De Partie

  • Aug 2015 - Dec 2015

  San Francisco Bay Area Canape and Garde Manger at Michelin starred, fine dining restaurant



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Multi-Asset Strategies

  • Jan 2010 - Feb 2015

  San Francisco Bay Area Helped drive new business for multi-asset investment solutions with Institutions and Financial Advisors

• Associate, iShares Product

  • Dec 2008 - Dec 2009

  San Francisco Bay Area Created competitive positioning, analysis, and marketing and sales content that supported iShares ETF fund launches and sales

• Associate, Securities Lending & Cash

  • Aug 2006 - Nov 2008

  San Francisco Bay Area Managed trade operations, loan recalls, and traded US and International equities in Securities Lending & Cash