Position:
Executive Director at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Work:
Morgan Stanley Wealth Management
since May 2010
-
Executive Director
Citigroup
Jan 2009 - Jun 2010
-
Director
Citigroup
Jul 2005 - Dec 2008
-
Vice President / Associate
Citigroup Global Markets Inc.
Aug 2003 - Jul 2005
-
Associate
Beacon Capital Partners
Jun 1998 - Jun 2001
-
Senior Financial Analyst
Morgan Stanley
Aug 1996 - May 1998
-
Financial Analyst
Education:
Columbia University - Columbia Business School 2001 - 2003
MBA
Providence College 1992 - 1996
Mathematics, Economics, Spanish, Art History
Wolcott 1988 - 1992
Interests:
Art history, bicycling, boating, cooking, motorcycling, reading, scuba diving
Series 7 & 63 registered
Honor & Awards:
Developing Talent Program - Global Wealth Management Women's Council, Citigroup
Volunteer of the Year, New England American Cancer Society Regatta