Experience

Cohanzick Management, LLC
• United States
• Investment Management
• 1 - 100 Employee
• Director of Strategic Relationships

  • Jun 2017 - Present

CrossingBridge Advisors, LLC
• United States
• Investment Management
• 1 - 100 Employee
• Director of Strategic Relationships

  • Jun 2017 - Present

Collins Capital
• Australia
• Investment Banking
• 1 - 100 Employee
• Vice President

  • Nov 2013 - Jun 2017

AlphaHedge Capital Partners, LLC / Persimmon Capital Management, LP
• Vice President

  • Aug 2012 - Nov 2013


Fortigent, LLC

• United States

• Senior Sales Associate

  • May 2010 - Aug 2012

  East Coast Business Development for Fortigent, LLC. Fortigent, LLC provides wealth management solutions and consulting services to independent advisors, banks and trust companies, and family offices who cater exclusively to high net worth and ultra high net worth clientele. Solutions include: - A research platform of both traditional and alternative managers, asset allocation and portfolio construction guidance, and economic and market commentary - Custodian agnostic data aggregation, reconciliation and consolidated performance reporting - Customized Unified Managed Account (UMA) - Practice management and consulting services Show less



SEI Investments

• New Business Development

  • Feb 2009 - Apr 2010

  New business development in NV, AZ, CA, and HI for SEI's Advisor Network. Specialize in acquiring and transitioning independent financial advisors to a fee-based outsourcing program. Focus on developing and growing advisors' practices through marketing, practice management, as well as back and middle office operational solutions.

• Client Service Specialist

  • Nov 2008 - Feb 2009