Experience

Fiduciary Trust Company

• United States
• Financial Services
• 100 - 200 Employee

• Vice President

  • Nov 2015 - Present

  At Fiduciary Trust, we provide a wide range of specialized custody services for individuals, professional investors, corporations, institutions and family offices. Fiduciary has the most experienced professionals and effective technology to support our clients’ needs. Our services include providing accurate and timely recordkeeping and trust accounting, comprehensive reporting, collection and distribution of income, as well as tax services. Since its founding in 1885, Fiduciary has chosen to remain a specialized, dedicated, privately owned institution. As an employee/director-owned institution, we bring a concentrated body of experience and dedicated focus not found in other financial institutions. At Fiduciary, you can expect superior execution from our custody services, with maximum efficiency and excellent risk controls. Precision, attention to detail and unparalleled client service are the cornerstones of a custodial relationship with Fiduciary Trust. These standards are evident in all of our custody functions.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Nov 2014 - Nov 2015

  Provide a complete, end-to-end middle and back office outsourcing solution to family offices, wealth managers, trust companies, and private banks leveraging the Advent suite of portfolio and trade order management products. Using the latest versions of Advent Portfolio Exchange (APX),Advent Moxy, Advent Revenue Center, and Advent Rules Manager, I work with clients to define requirements, assess business needs, and match solutions where appropriate. During the implementation and client onboarding process, I work closely with the client to develop and implement workflows within the firm, design and deploy customized reporting, and provide training on the new systems. After implementation, I manage a team of seasoned financial professionals dedicated to the day–to-day servicing of the client’s investment operations and domestic and global asset custody needs.

• Assistant Vice President

  • Sep 2007 - Nov 2014

  Provide a complete, end-to-end middle and back office outsourcing solution to family offices, wealth managers, trust companies, and private banks leveraging the Advent suite of portfolio and trade order management products. Using the latest versions of Advent Portfolio Exchange (APX),Advent Moxy, Advent Revenue Center, and Advent Rules Manager, I work with clients to define requirements, assess business needs, and match solutions where appropriate. During the implementation and client onboarding process, I work closely with the client to develop and implement workflows within the firm, design and deploy customized reporting, and provide training on the new systems. After implementation, I manage a team of seasoned financial professionals dedicated to the day–to-day servicing of the client’s investment operations and domestic and global asset custody needs.



Investors Bank & Trust

• United States
• Financial Services
• 100 - 200 Employee

• Unit Manager, Family Office & Wealth Manager Services

  • 2005 - 2007

• Account Manager

  • 2003 - 2005

• Senior Trust Accountant

  • 2002 - 2003



State Street

• United States
• Financial Services
• 700 & Above Employee

• Senior Custody Specialist

  • 2000 - 2002

• Portfolio Administrator

  • 1999 - 2000