Bio
Experience
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Primrose School of Burlington
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Burlington, MA
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Owner, COO, CFO
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Apr 2014 - Present
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Burlington, MA
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Opes Advisors
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Palo Alto/Boston
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Director of Education Services
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Apr 2011 - Aug 2015
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Palo Alto/Boston
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Director of Annual Giving and External Relations
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2009 - Apr 2011
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Personal Finance Advisor and Mortgage Banker
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2005 - 2008
Developed successful financial services practice. As a Series 65 Investment Advisor Representative, worked with high net worth families to develop financial strategies to fulfill their lifestyle and financial ambitions. Provided planning services and guidance at the time of purchase (as was ofte...
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Director of California Customer Service Division
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2001 - 2005
Launched and managed the operations of a new California Customer Service Division for this national bank. Planned all outreach and marketing efforts. Personally served over 500 customers, added between $30m and $76m/year in mortgage volume and cross-sales, and generated superior levels of satisfa...
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Senior Consultant
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1990 - 2000
As consultant for 10 years to fast-paced Silicon Valley executives and their firms: - re-deisgned operational and management structures to improve client satisfaction and increase revenues while decreasing costs and delivery time- Reviewed operations, conducted systemic causal analysis, ...
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Special Assistant to Commissioner
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1991 - 1994
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Education
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1984 - 1988Harvard University
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1986 - 1987Universita per Stranieri di Firenze
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