Position:
Managing Director - Sales and Consultant Relations at Wellesley Investment Advisors, Inc.
Work:
Wellesley Investment Advisors, Inc.
- Wellesley, MA since Jun 2012
-
Managing Director - Sales and Consultant Relations
State Street Corp.
2005 - Jan 2012
-
Vice President
WR Hambrecht + Co
2003 - 2005
-
Managing Director
Bear Stearns
2001 - 2003
-
Vice President
Lazard
1999 - 2001
-
Vice President
Salomon Smith Barney
- New York, NY 1995 - 1998
-
Equity Research Analyst
Education:
Vanderbilt University - Owen Graduate School of Management 1992 - 1994
MBA, Finance
Trinity College-Hartford 1986 - 1990
Bachelor of Arts, Economics
Holyoke High School