Invests in
Sectors:
Locations:
Min Investment:
$2,000,000.00Max Investment:
$15,000,000.00Target Investment:
$8,500,000.00
Education
- St. Stephens and St. Agnes School
(1992 - 1995)
Work Experience
Managing Director
2024
Principal
2022 - 2024
2019 - 2022
Managing Director, Co-Head of Wealth Management Solutions
2021 - 2022
Business Development
Director
2019 - 2021
2015 - 2019
Head Of Intermediary Distribution
2015 - 2019
2013 - 2015
Managing Director
2013 - 2015
2011 - 2013
Principal
2011 - 2013
Head of Business Development
2002 - 2011
Vice President, Regional Marketing Director
2005 - 2011
Sr. Regional Marketing Associate
2002 - 2005
2000 - 2002
Marketing Associate
2000 - 2002