Position:
Co-Founder at The Rooted Mind, LLC, Managing Principal at Fides Advisors LLC
Work:
The Rooted Mind, LLC
- Greater Boston Area since Jun 2010
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Co-Founder
Fides Advisors LLC
since Feb 2010
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Managing Principal
Walsh Brothers, Inc.
Sep 1999 - Jan 2010
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Senior Vice President, Chief Financial Officer, and Treasurer
NPR Holdings, LLC
Aug 1997 - Sep 1999
-
Executive Vice President and Chief Financial Officer
Greater Boston Bank
Aug 1993 - Apr 1997
-
Senior Vice President, Chief Financial Officer, and Treasurer
Fidelity Investments
Feb 1993 - Jul 1993
-
Director of Corporate Analysis
Nativity Preparatory School
Aug 1990 - Dec 1992
-
Director of Development and Administration, Faculty Member
KPMG Peat Marwick
Aug 1986 - Jul 1990
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Senior Consultant - Financial Institutions Practice
Bank of New England Corporation
Jul 1982 - Jul 1984
-
Financial Systems Analyst
Education:
University of Pennsylvania - The Wharton School 1984 - 1986
MBA, Finance
Boston College 1978 - 1982
AB, Mathematics