Position:
Associate Director, Wealth Management at McLagan
Location:
Greater New York City Area
Work:
McLagan
- Stamford, CT since May 2013
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Associate Director, Wealth Management
Greenwich Associates
- Stamford, CT Jul 2012 - Apr 2013
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Associate
Greenwich Associates
Jan 2011 - Apr 2013
-
Team Leader, Investment Management, Custom Research & Consulting
Greenwich Associates
Aug 2007 - Jun 2012
-
Senior Project Director, Custom Research and Consulting
Greenwich Associates
Jan 2009 - Jan 2011
-
Project Consultant, Marketing Department
KFAC
Jul 2010 - Jul 2010
-
Photographer
Greenwich Associates
Jul 2005 - Aug 2007
-
Research Associate/Sr. Research Associate
Education:
Middlebury College 2001 - 2005
University of Otago 2003 - 2003
Skills:
Market Research, Qualitative Research, Strategic Consulting, Data Analysis, Client Services, Client Engagement, Project Direction, Project Execution, Process Improvement, Project Management, Financial Services, Corporate Finance, Business Strategy, Management, Strategy, Finance, Competitive Analysis, Consulting, Program Management
Interests:
travel, horseback riding, skiing, sailing, rowing, photography, meeting new people