State Street 2012 - 2016
Assistant Vice President - Project Manager - Institutional Investor Services
Nisse Designs 2012 - 2016
Chief Business Development Officer
State Street 2010 - 2012
Assistant Vice President - Revenue Manager - Wealth Manager Services
State Street 2007 - 2010
Assistant Vice President - Relationship Manager - Wealth Manager Services
Investors Bank & Trust 2004 - 2007
Senior Account Manager
Education:
Syracuse University - Martin J. Whitman School of Management 1986 - 1990
Syracuse University - Martin J. Whitman School of Management
Skills:
Financial Services Customer Relationship Management Cross Selling Business Analysis Financial Reporting Salesforce.com Mutual Funds Equities Financial Analysis Alternative Investments Investment Operations Trust Services Global Custody Investments Client Relations Client Development High Level Relationship Management Private Equity Pensions Securities Asset Management Fixed Income Finance Leadership Microsoft Office Management Wealth Management Business Development Microsoft Excel Microsoft Powerpoint