Experience

Practifi

• Australia
• Financial Services
• 1 - 100 Employee

• Sales

  • 2020 - Present

  Chicago, Illinois, United States



Core10

• United States
• Software Development
• 1 - 100 Employee

• Regional Sales Executive

  • 2019 - Present

  Greater Chicago Area Core10 is an innovative financial technology solutions company, which provides world-class development, service, and cloud-enabled excellence at a value.



Nuveen, a TIAA company

• United States
• Financial Services
• 700 & Above Employee

• Wholesaler

  • Aug 2014 - Present

  Greater Chicago Area Collaborate with financial advisors to provide solutions utilizing Nuveen and TIAA mutual funds, separately managed accounts, closed end funds, ETFs, and alternative investments.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Investment Specialist

  • 2009 - Aug 2014

  Chicago, IL I work with business owners, corporate executives, and affluent individuals and families to build and preserve wealth. The client base I typically work with has $1-$10 million in investable assets. In addition to being able to manage a client portfolio, I can partner with client in providing direction maintaining a brokerage account. The J.P. Morgan investment platform is driven around diversifying assets and proper allocation among asset classes including alternatives (hedge funds and private… Show more I work with business owners, corporate executives, and affluent individuals and families to build and preserve wealth. The client base I typically work with has $1-$10 million in investable assets. In addition to being able to manage a client portfolio, I can partner with client in providing direction maintaining a brokerage account. The J.P. Morgan investment platform is driven around diversifying assets and proper allocation among asset classes including alternatives (hedge funds and private equity), equities and fixed income/cash. Show less