Experience

Salt Wharf

• United States
• Restaurants
• 1 - 100 Employee

• Co-Owner

  • Jan 2022 - Present

  Harborside dining experience coming to Camden, Maine. Fresh seafood, rooftop bar and breathtaking scenery. Coming Summer 2022! https://www.saltwharf.com/ Harborside dining experience coming to Camden, Maine. Fresh seafood, rooftop bar and breathtaking scenery. Coming Summer 2022! https://www.saltwharf.com/



Barrow Grove Ventures, Inc.

• Massachusetts, United States

• President

  • Mar 2016 - Present

  Residential Real Estate Investment Residential Real Estate Investment



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• SVP, Head of Relationship Management

  • Jul 2014 - Jan 2020

  Led the Relationship Management team for Fidelity's Stock Plan Services business.

• VP, Relationship Management

  • Oct 2008 - Jul 2014

  Managed team of Equity Compensation Managing Directors in Fidelity's Stock Plan Services business.

• VP, Relationship Management

  • Jan 2006 - Sep 2008

  Managed team of Defined Contribution Relationship Managers in Fidelity's Mid Corporate Market.

• VP, Corporate and Employee Services

  • Sep 2000 - Jan 2006

  Led Corporate Sales Team working with institutional accounts to maximize workplace and personal investing opportunitities.

• Director, Bank Retirement, FIIS

  • 1998 - Aug 2000

  Worked with bank trust relationships to sell FIIS 401(k) offering to plan sponsors.

• Manager, Retirement Telesales Desk, FIIS

  • May 1996 - 1998

  Managed telesales representatives selling FIIS 401(k) via advisor community to plan sponsors.



Massachusetts Financial Services

• Greater Boston Area

• 401k Sales

  • 1994 - 1996

  Telesales for intermediary community distributing 401k plans to plan sponsors. Telesales for intermediary community distributing 401k plans to plan sponsors.