Experience

Northeast Private Client Group
• United States
• Real Estate
• 1 - 100 Employee
• Director of Relationship Management

  • Mar 2023 - Present


Franklin & Marshall College

• United States
• Higher Education
• 700 & Above Employee

• Board Member

  • Jul 2019 - Present

  Chair, Investment Committee; Member, Student Experience Committee, Inclusion Diversity, Equity, & Access (IDEA) Committee, Board of Trustees Franklin & Marshall College OVERVIEW: Currently leading the effort to write the Environmental Social and Governance (ESG) policy for the Franklin & Marshall Board of Trustees Investment Committee. Serve as a member of the Diversity, Equity, Inclusion & Access (IDEA) Committee that establishes, promotes, and advances initiatives to increase acceptance and inclusion of a diversity of students, cultures, and perspectives. The IDEA Committee works with the Student Experience Committee to support students’ academic success, mental health and well-being. HIGHLIGHTS: ☑ Contributed to an effective pandemic-based strategy as a member of the F&M COVID-19 Task Force. Worked with team members to create a policy that enabled non-U.S. citizen students to complete in-person programming in the U.K. and China, as well as a staggered on-campus in-person experience for U.S. students. Enabled the school to remain open while many schools were forced to shut down. ☑ Co-initiated a Covenant Fund that enabled friends of the college to contribute to fund an endowment for Pell Grant and financial aid-recipient students, providing access to funds that would cover the costs of study-abroad programs. Increased diversity of students applying to study abroad. Show less



Family Promise of Essex County

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Board President Emeritus

  • May 2011 - 2023

  OVERVIEW: Member of the Board of Trustees. Served as Board President for 3 years and subsequently as Board President Emeritus. Expanded the network of volunteers, donors, and religious organizations combining to form the donor and volunteer base. Tripled corporate sponsorships and doubled individual donor contributions enabling the non-profit to thrive after a period of lean years. OVERVIEW: Member of the Board of Trustees. Served as Board President for 3 years and subsequently as Board President Emeritus. Expanded the network of volunteers, donors, and religious organizations combining to form the donor and volunteer base. Tripled corporate sponsorships and doubled individual donor contributions enabling the non-profit to thrive after a period of lean years.



Hillside Advisors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Advisor

  • May 2016 - Jun 2018

  OVERVIEW: Provided advice and counseling to clients of Hillside Advisors, including sound and actionable investment strategies for their diverse financial needs. Established and maintained positive relationships with a range of clients, demonstrating a sincere interest in their financial needs and personal situations. OVERVIEW: Provided advice and counseling to clients of Hillside Advisors, including sound and actionable investment strategies for their diverse financial needs. Established and maintained positive relationships with a range of clients, demonstrating a sincere interest in their financial needs and personal situations.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • May 1994 - Feb 1999

  OVERVIEW: Institutional sales representative covering major fixed-income clients, including GSEs, insurance companies, asset managers, pension funds, and depository institutions. Sold derivative securities, including short-term and long-term interest rate swaps and mortgage securities, including CMOs. HIGHLIGHTS: ☑ Sold billions of dollars’ worth of swaps and became one of the highest producing salespersons within the Fixed Income division. Transformed non-producing accounts into top-producing accounts. ☑ Trained the generalist JP Morgan fixed-income sales force to improve their understanding of the development, securitization, and sale of mortgage securities. ☑ Cross-sold and cross-introduced customers to other areas of the firm. Show less



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Associate

  • Jul 1991 - May 1994

  OVERVIEW: Completed MBA Training Program, worked initially in the Asset Finance division, and subsequently moved to Fixed Income Trading. Traded agency and non-agency issued multi-family and commercial mortgage securities (counterparties included institutional clients and major regional broker-dealers). HIGHLIGHTS: ☑ Contributed to Lehman Brothers success with mortgage-related products. Worked with the sales team to explain the intricacies of mortgage securities, communicating directly with clients on specific issues in instances where the sales team were less familiar with the products. Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Summer Associate

  • May 1990 - Aug 1990

  Supported traders and salespersons, completed rotational internship through all major markets desks, including high yield, J. Aron, and equities. Supported traders and salespersons, completed rotational internship through all major markets desks, including high yield, J. Aron, and equities.



PNC

• Travel Arrangements
• 1 - 100 Employee

• Investment Research Analyst

  • Dec 1985 - Jul 1989

  Completed an 18-month training program in commercial banking and credit training, then worked as a Fixed Income Research Analyst with portfolio managers to assist with investment decisions for Trust clients. Earned promotion to direct client-facing position, as well as invitations to speak at conferences for the Trust Division's large clients. Produced research that was published in the bank's external research reports. Completed an 18-month training program in commercial banking and credit training, then worked as a Fixed Income Research Analyst with portfolio managers to assist with investment decisions for Trust clients. Earned promotion to direct client-facing position, as well as invitations to speak at conferences for the Trust Division's large clients. Produced research that was published in the bank's external research reports.