Experience

PCR Financial Aggregation

• United States
• Financial Services
• 1 - 100 Employee

• Sr. VP, Client Experience

  • Dec 2016 - Present

  Wilton, CT TOTAL WEALTH AGGREGATION | UHNW EXPERTS | DIGITAL JET FUEL www.pcrinsights.com PCR provides institutions, advisors, family offices, pensions, foundations, OCIO’s and technology providers an easily implemented data-utility that streamlines how data on hard-to-aggregate client assets are managed. In doing so we are driving wealth management innovation allowing firms to invest in their next great idea - not collecting, normalizing and reconciling data. Our innovative privacy-technology… Show more TOTAL WEALTH AGGREGATION | UHNW EXPERTS | DIGITAL JET FUEL www.pcrinsights.com PCR provides institutions, advisors, family offices, pensions, foundations, OCIO’s and technology providers an easily implemented data-utility that streamlines how data on hard-to-aggregate client assets are managed. In doing so we are driving wealth management innovation allowing firms to invest in their next great idea - not collecting, normalizing and reconciling data. Our innovative privacy-technology is at the forefront of a new generation of data sharing. PCR aggregates hundreds of billions in assets for industry leading private banks and solution providers.

• Senior Director, Client Business Services

  • Jun 2015 - Dec 2016

  Wilton, CT



Kyriba

• United States
• Software Development
• 700 & Above Employee

• Director, Client Services

  • Nov 2011 - Jun 2015



SunGard - now part of FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Vice President, Client Services

  • Apr 1998 - Oct 2011



People's United Bank, N.A.

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Portfolio Manager

  • 1987 - 1998