Experience

Securitize

• United States
• Financial Services
• 1 - 100 Employee

• Head of Distribution

  • May 2023 - Present

  Securitize is the first platform that enables globally regulation-compliant tokenization of security. The platform is available now, and delivers end-to-end tokenization of any fund, company, or asset. Securitize is the first platform that enables globally regulation-compliant tokenization of security. The platform is available now, and delivers end-to-end tokenization of any fund, company, or asset.



CaliberX

• United States
• Software Development
• 1 - 100 Employee

• Head of Investor Relations

  • Dec 2022 - Apr 2023



Moonfare

• Germany
• Financial Services
• 200 - 300 Employee

• Head of National Accounts

  • Feb 2022 - Nov 2022



PitchBook

• United States
• Venture Capital and Private Equity Principals
• 700 & Above Employee

• Senior Manager - Private Equity/Venture Capital Business Development

  • Jul 2021 - Dec 2021



J.P. Morgan Asset Management

• United States
• Financial Services
• 700 & Above Employee

• Vice President - ETF Sales Manager

  • Feb 2017 - Mar 2020

  Head of Internal ETF Sales within J.P.Morgan’s Asset Management business. Responsible for leading the internal ETF sales strategy and business development within all retail channels (RIA, Independent BDs, and Wirehouses). Head of Internal ETF Sales within J.P.Morgan’s Asset Management business. Responsible for leading the internal ETF sales strategy and business development within all retail channels (RIA, Independent BDs, and Wirehouses).



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Divisional Sales Manager - iShares by BlackRock

  • Sep 2012 - Feb 2017

  10/2013 - 02/2017 - Divisional Sales Desk Manager (iShares by BlackRock) 09/2012 - 09/2013 - Investment Management Associate (iShares internal wholesaler) 10/2013 - 02/2017 - Divisional Sales Desk Manager (iShares by BlackRock) 09/2012 - 09/2013 - Investment Management Associate (iShares internal wholesaler)



OppenheimerFunds

• United States
• Investment Management
• 500 - 600 Employee

• Regional Advisor Consultant

  • Sep 2010 - May 2012

  Regional Advisor Consultant (internal wholesaler) Regional Advisor Consultant (internal wholesaler)



S&P Global

• United States
• Financial Services
• 700 & Above Employee

• Sales Director - Business Development Platform Sales

  • Apr 2009 - Sep 2010

  05/2010 - 09/2010 - National Accounts - Sales Director 08/2009 - 05/2010 - National Accounts - Relationship Manager 04/2009 - 08/2009 - Sales - Product Specialist 05/2010 - 09/2010 - National Accounts - Sales Director 08/2009 - 05/2010 - National Accounts - Relationship Manager 04/2009 - 08/2009 - Sales - Product Specialist



Olympia Capital Markets Group

• Vice President - Equity Sales

  • Jun 2006 - Apr 2009



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Equity Research Sales Associate

  • Dec 2005 - Jun 2006



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Structured Finance - Asset Backed Securities

  • Dec 2004 - Dec 2005