Experience

Premier Path Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Chief Administrative Officer, Chief Compliance Officer

  • May 2023 - Present

  Madison, New Jersey, United States As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges. We work closely with multigenerational families, corporate executives, entrepreneurs and the owners of private and family businesses. We learn about their financial objectives and understand the personal values that drive their decisions. We help them envision a practical way to support their passions and prepare… Show more As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges. We work closely with multigenerational families, corporate executives, entrepreneurs and the owners of private and family businesses. We learn about their financial objectives and understand the personal values that drive their decisions. We help them envision a practical way to support their passions and prepare for tomorrow and beyond. As a growing firm, we are also looking to attract like-minded advisors who believe in our mission to perform at the highest level for our clients. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Senior Relationship Manager

  • Dec 2021 - May 2023

  Florham Park, New Jersey, United States

• AVP / Senior Relationship Manager

  • Sep 2020 - Jan 2022

  Short Hills, New Jersey

• AVP / Analyst - Relationship Mgmt

  • Feb 2017 - Sep 2020

  Short Hills, New Jersey, United States

• Vice President - Client Relationship Manager

  • Jun 2012 - Feb 2017

  Short Hills, NJ



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Client Service Manager

  • Mar 2011 - Jun 2012

  Short Hills, NJ



RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Sr. Investment Associate / Operations Manager

  • May 2004 - Mar 2011

  New York, NY



Thomas Weisel Partners

• Investment Banking
• 1 - 100 Employee

• Sales Supervisor

  • Dec 1999 - Mar 2004

  New York, NY