Experience

Primary Insight

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • 2018 - Present

  Primary Insight was founded in 2005 inside Bear Stearns and spun outside JPMorgan in 2009. PI is a leading global primary research provider led by expert-network veterans that prioritize clients’ needs with a time and cost effective solution. We are actively engaged in matching premium industry professionals with the world’s leading hedge funds, asset managers and private equity firms across North America, South America, Europe, Asia-Pacific and Africa. The one-on-one interactions we facilitate help our clients make better investment decisions. We also empower Fortune 1000 companies and top consultancies with critical expertise that mitigates risk and enables strategic decision making that drives business results.Our model is a value-add approach, in which we seek to uniquely identify those experts who will set apart our clients’ research in this ever-changing financial environment. Therefore we are constantly growing and building our dynamic team and strategic partnerships across the six continents that we currently service. Find out more at www.primaryinsight.com

• Managing Director, Account Management

  • 2015 - 2018

• Vice President, Institutional Sales

  • 2013 - 2015



Coleman Research

• United States
• Information Services
• 200 - 300 Employee

• Research Manager

  • 2008 - 2013



McGraw Hill

• United States
• Education Administration Programs
• 700 & Above Employee

• Supervising Editor

  • 2004 - 2007