Bio
Experience
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Fiduciary Trust Company
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Boston, MA
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Vice President, Trust/Investment Officer
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1997 - 2001
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Boston, MA
Managed wealth and investment planning relationships for high net worth clients. Achieved above-average discretionary account investment performance and high account retention rates. Chaired annual United Way Campaign.
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Putnam Investments
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Boston, MA
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Vice President, Marketing & Retail Product Development
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1987 - 1997
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Boston, MA
Managed product introduction process and field communication efforts of mutual fund product management department. Managed projects associated with the design and creation of strategic alliances with select financial institution partners. Conducted competitive and new product research and analysis, developed recommendations and implemented product line changes.
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Fidelity Investments
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Boston, MA
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Supervisor, Fund Operations
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1983 - 1987
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Boston, MA
Directed pricing operations for all Fidelity retail mutual fund products.
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Education
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University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
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Industry Focus. “Financial Services”
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