Position:
Managing Director, Product and Strategy Executive for Merrill Edge at Bank of America Merrill Lynch
Work:
Bank of America Merrill Lynch
since Apr 2011
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Managing Director, Product and Strategy Executive for Merrill Edge
Fidelity Investments
Apr 2004 - Apr 2011
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Senior Vice President, Mutual Funds/Brokerage Products
Insurance.com
Jul 2000 - Dec 2003
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Vice President of Marketing
Education:
Boston College - Wallace E. Carroll Graduate School of Management 1990 - 1992
M.B.A., Finance and Marketing
College of the Holy Cross 1983 - 1987
B.A., Economics
Honor & Awards:
Mutual Fund Wire - 40 Most Influential People in Mutual Fund Distribution, 2009 (#12)