Experience

I-Grace

• United States
• Construction
• 1 - 100 Employee

• Client Relationship Manager

  • Jul 2017 - Present

  Watermill, NY Establish and help grow relationships on the East End of Long Island among Clients, Architects, Interior Designers, Real Estate Brokers and Owners Reps to influence the selection of a GC. Promote the full spectrum of I-Grace's many offerings to uncover and generate new business opportunities. Present and communicate value proposition of company's near 30-year experience and successes, as well as the quality of their craftsmanship, caliber and prestige of their partnerships, and commitment to… Show more Establish and help grow relationships on the East End of Long Island among Clients, Architects, Interior Designers, Real Estate Brokers and Owners Reps to influence the selection of a GC. Promote the full spectrum of I-Grace's many offerings to uncover and generate new business opportunities. Present and communicate value proposition of company's near 30-year experience and successes, as well as the quality of their craftsmanship, caliber and prestige of their partnerships, and commitment to clients' deadlines and budgets. Show less



HazelTree

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director

  • Aug 2015 - Present

  Greater New York City Area HazelTree provides Treasury Management solutions that generate operational alpha, reduce risk and exposure, and improve operational efficiencies to asset managers. We work with CFOs, COOs, and Treasurers to streamline processes and provide scalable solutions. HazelTree is the market leader in Treasury Management solutions providing asset managers with the technology and tools to Aggregate data, Analyze rates and exposures, Optimize rate arbitrage opportunities, Execute cash wires, fx… Show more HazelTree provides Treasury Management solutions that generate operational alpha, reduce risk and exposure, and improve operational efficiencies to asset managers. We work with CFOs, COOs, and Treasurers to streamline processes and provide scalable solutions. HazelTree is the market leader in Treasury Management solutions providing asset managers with the technology and tools to Aggregate data, Analyze rates and exposures, Optimize rate arbitrage opportunities, Execute cash wires, fx, collateral moves and securities financing needs, and automatically post transactions to systems & 3rd parties providing straight-through processing. Show less



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Capital Services

  • Oct 2008 - Jul 2015

  Greater New York City Area


Bear Stearns
• Information Technology & Services
• 1 - 100 Employee
• Capital Introduction

  • 2003 - 2007

Goldman Sachs
• United States
• Financial Services
• 700 & Above Employee
• Capital Introduction

  • 2000 - 2003