Experienced financial professional with eight years of experience in global client strategy, financial markets and fundraising. Motivated and collaborative leader with a proven track record in building and distributing innovative products, partnering across teams to deliver best-in-class solutions to clients and understanding complex financial markets and strategies. Passionate about the next frontier of investing and it's ability to empower individuals across the globe.
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Martin J. Whitman School of Management
Finance and Marketing, Cum Laude, 3.66 GPA
Dean’s List: Fall ’08, Fall ’09, Spring ’10, Fall ’10, Spring ’11, Fall ’12, Spring ‘12
Delta Kappa Epsilon, President
Series 7
Series 63
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