Location
New York, NY, US
Work
- Managing Partner, Chief Operating Officer @ Aperio Capital Management, LLC
- President @ BAJA Advisors, LLC
- Founding Partner @ Lucerne Partners, LP
- Managing Director @ Merrill Lynch
Education
- University of Pennsylvania - The Wharton School
Bachelor of Science (BS) (Finance)
Skills
- Leadership
- Portfolio Management
- Management
- Capital Markets
- Financial Risk
- Investments
- Asset Management
- Microsoft Excel
- Customer Service
- Strategic Planning
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