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Experience

    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • CEO
      • Oct 2016 - Present
    • United States
    • Investment Management
    • Principal
      • Dec 2012 - Present
    • CEO
      • Aug 2011 - Dec 2012
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Chairman and CEO
      • 2005 - Nov 2008

    • Chairman of CitiStreet Australia Pty Ltd
      • 2007 - 2008

    • President, Institutional Division
      • Apr 2000 - Mar 2005

      CitiStreet was a joint venture between State Street and Citigroup.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales
      • 1995 - 2008

    • Senior Vice President, Head of Sales and Marketing
      • Jan 1995 - Apr 2000

      Head of Sales and Marketing in the Retirement Investment Services Division of SSgA

    • United States
    • Financial Services
    • 700 & Above Employee
    • Managing Director, Head of Sales and Marketing, Defined Contribution Business
      • Jan 1992 - Jan 1995

Education

  • Suffolk University
    BS, Sociology
    1972 - 1976

Community

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