Position:
Director at Fidelity Family Office Services
Work:
Fidelity Family Office Services
since Aug 2010
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Director
Merrill Lynch
May 2010 - Aug 2010
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Consultant
Clients First Financial
Oct 2009 - Feb 2010
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Operations Manager
Fidelity Investments
Sep 2005 - Jun 2009
-
Director
State Street Corporation
Apr 2002 - Aug 2005
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Asst. Vice President - Wealth Manager Services
State Street
Jan 1999 - Aug 2005
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Asst. Vice President
WIMCS NA
Jan 1999 - Mar 2002
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Assistant Vice President
Investors Bank & Trust
Jun 1997 - Dec 1998
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Manager
Putnam Investments
Sep 1993 - May 1997
-
Manager
Education:
Boston University 2005 - 2008
University of Louisville 1991 - 1993
Bachelor's, Finance
Skills:
Financial Services, Securities