Experience

• 15 years of industry experience
• Joined a predecessor organization in 2003
• Legg Mason Inc. - Institutional Sales Director, Private Bank Channel
• Citigroup Asset Management - Investment Director, Citigroup Private Bank
• UBS Financial Services - Analyst, UBS Wealth Management
• CIMA from the Wharton School at the University of Pennsylvania
• BA from Susquehanna University
• FINRA Series 7, 63, and 65