Location
Princeton, New Jersey, United States
Work
- Chief Operating Officer @ Adams Street Partners
- Chief Operations Officer and Head of Business Development Private Bank - Americas @ Credit Suisse
- Head of Product Strategy @ Morgan Stanley
- Head of Consulting Group @ Morgan Stanley
- Chief Operating Officer - Investment Strategy and Solutions @ Morgan Stanley
- Director of Finance, Strategy and Risk @ Citi
- Chief Operating Officer - Investment Advisory @ Morgan Stanley
- Chief Administrative Officer - Global Private Client Americas @ Merrill Lynch
- Managing Director-Wellesley and Associates @ Merrill Lynch
- Director - Norfolk and Associates @ Merrill Lynch
Education
- Massachusetts Institute of Technology - Sloan School of Management
MS Management Science ( Sloan Fellow)
2005 - 2006 - Catholic University of America
BA ( Economics)
1981 - 1985
Skills
- Wealth Management
- Asset Managment
- Series 7
- Investments
- Strategy
- Business Strategy
- Asset Management
- Investment Strategies
- Retirement Planning
- Financial Services
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