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Work Background
JPMorgan Chase & Co.Executive Director - Wealth Management Solutions Platform Development
Feb. 2022 - Jun. 2024Jersey City, New Jersey, United StatesLed a cross functional Agile product owner and product delivery team charged with the development of advisor facing Unified Managed Account platform tools, seamlessly integrating financial planning, investment proposal, suitability, fees, enrollment, and account opening to create a streamlined end-to-end process for advisors and clients.
JPMorgan Chase & Co.Executive Director - Wealth Management Product Development
Mar. 2016 - Feb. 2022Led a team responsible for new product development and program management of the fee based investment advisory platforms offered through the Chase Wealth Management (CWM) distribution channel. Platform includes discretionary, non-discretionary, and separately managed account programs
UBSProduct Manager - Investment Advisory Programs
Aug. 2014 - Mar. 2016Weehawken, NJ
UBSWealth Management Platform Consultant
Mar. 2014 - Aug. 2014Metro Region
UBSNational Sales - Pricing Strategy Lead
Aug. 2011 - Feb. 2014Weehawken, NJ
Smith Barney, Citigroup Global Markets IncAssistant Vice President - Private Client Lending Sales
Jul. 2005 - Nov. 2006
UBSDivisional Lending Advisor - Lending Sales Desk
Aug. 2004 - Jul. 2005
UBSManaged Accounts Liaison - Investment Consulting Services
Sep. 2002 - Aug. 2004
102.7 WNEW FMIntern – Promotions and Sales
May. 2001 - Jan. 2002
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