Experience

Citi

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • Aug 2015 - Present

  Regional Market Manager / Team Lead Citi Private Bank Leading a team of professionals advising ultra high net worth individuals, families , endowment and foundations in the Mid-Atlantic region. Areas of practice include investment management, banking, credit, trust and wealth advisory. Regional Market Manager / Team Lead Citi Private Bank Leading a team of professionals advising ultra high net worth individuals, families , endowment and foundations in the Mid-Atlantic region. Areas of practice include investment management, banking, credit, trust and wealth advisory.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • Jun 2005 - Aug 2015

  Extensive background in working with families and foundations in the areas of investment management, banking, trust, philanthropy, family education and governance. Extensive background in working with families and foundations in the areas of investment management, banking, trust, philanthropy, family education and governance.



GenSpring Family Offices (Formerly Asset Management Advisors)

• Chevy Chase, Maryland

• Wealth Strategist

  • May 2003 - May 2005

  Responsible for business development of advisory relationships with Ultra High Net Worth families and related Family Office clients. Majority of clients in the Mid Atlantic U.S. Responsible for business development of advisory relationships with Ultra High Net Worth families and related Family Office clients. Majority of clients in the Mid Atlantic U.S.



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Regional Sales Coordinator

  • Feb 1991 - Jun 2000



Bank of America (formerly Sovran Bank)

• Washington D.C. Metro Area

• Private Banker

  • Aug 1987 - Feb 1991