Principal, Director of Marketing and Client Service
Joined: 2013
Focus: Marketing, Client & Consultant Relations
Professional Background
- State Street Global Advisors
- Bear Stearns & Co.
- MBIA Asset Management
- Government Finance Officers Association (GFOA)
Certifications and Associations
- Certified Treasury Professional®
- Board member, New England Association for Financial Professionals
- Board member, Economic Mobility Pathways (EMPath)
- Board member, The Boston Club
- Series 7 & 63 licenses (expired)
Education
- MBA, University of Notre Dame
- BA, Indiana University