Work:
MORGENS PROPERTIES NEW ENGLAND, LLC
Principal
THE MCCAULEY COMPANY - Wayland, MA
Strategy, Finance and Marketing, Assistant Project Manager
28 HOLLIS STREET - Sherborn, MA
Real Estate Developer, General Contractor, Project Manager
COMPASSBANK - New Bedford, MA
Assistant Vice President, Relationship Manager, Portfolio Manager, Private Banking
STANDISH MELLON ASSET MANAGEMENT - Boston, MA
Equity Quantitative Research Summer Intern
BALANCED SCORECARD COLLABORATIVE, INC - Lincoln, MA
Associate
FLEETBOSTON FINANCIAL - Boston, MA
Client Contact Representative, Not-For-Profit Investment Services Group
EATON VANCE CORPORATION - Boston, MA
Mutual Fund Operations Representative
Education:
BOSTON COLLEGE - CARROLL GRADUATE SCHOOL OF MANAGEMENT - Chestnut Hill, MA
Master of Business Administration in Finance
THE NEW ENGLAND SCHOOL OF BANKING - Williamstown, MA
BOWDOIN COLLEGE - Brunswick, ME
A.B. in Biology
Skills:
Passed Level I of CFA, MIT Center for Real Estate Various courses in real estate development, finance and asset management, Licensed Real Estate Salesperson