Experience

TriState Capital Bank

• United States
• Banking
• 300 - 400 Employee

• Head of Fund Finance

  • Jul 2022 - Present



MUFG Investor Services

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Fund Financing

  • Jul 2016 - Jul 2022



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Director, Alternative Investment Management Coverage

  • Oct 2015 - Jun 2016

• Director, Global Head of Regulatory Fund Services

  • 2014 - Sep 2015

  Global head of business unit focused on Depositary, Trustee, Alternatives Custody and Regulatory Reporting including FATCA, Form PF, Annex IV and CPO PQR.

• Director, Global Head of Fund Services Product Management

  • 2011 - 2014

  Responsible for new product launches, product enhancement and technology platform buildout for alternative and long only mutual fund administration and custody. Managed global teams in Singapore, Mumbai, New York and London.

• Director, Alternative Fund Services Product Management

  • 2009 - 2011

  Managed the launch of new products and product enhancements for alternative fund administration and custody.



Fairfield Greenwich Group

• Greater New York City Area

• Director, Fund Operations

  • 2006 - 2008



Brownstone Advisors

• Greater New York City Area

• Director of Operations

  • 2002 - 2005



Amerindo Investment Advisors

• Greater New York City Area

• Vice President, Alternative Investment Strategies

  • 2000 - 2001



Weiss, Peck & Greer

• Greater New York City Area

• Vice President

  • 1997 - 2000