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Work Background
Wealth EnhancementVice President
Oct. 2025Hartford County, Connecticut, United States
Clarendon PrivateVice President-Wealth Advisor
Jun. 2024 - Sep. 2025
IDB BankFirst Vice President
Jan. 2020 - Jun. 2024
Bank of America Private BankSenior Vice President
Oct. 2017 - Dec. 2019Greater New York City Area
Bernstein Private Wealth ManagementVice President
Oct. 2014 - Sep. 2017Greater New York City AreaClient Advisor in the New York office of Bernstein Global Wealth Management, responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. In conjunction with my clients and their trusted advisors, my advice is customized to meet the needs of each situation and encompasses many facets of their financial state of affairs. This would include multi-generational asset allocation, risk management, tax, philanthropic, trust and estate planning, and/or developing and implementing investment policy strategies for foundations and endowments.
Bernstein Private Wealth ManagementAssistant Vice President
Jan. 2008 - Sep. 2014
Merrill Lynch & CoPrivate Banking Intern
Apr. 2007 - Aug. 2007Assisted with the analysis of hedge funds, private equity and long-only managed accounts for ultra-high net worth individuals and institutions, and quarterly attribution and performance reporting for outside money managers Performed screens for best in breed money managers in all size and style categories Worked with the Corporate Services Advisory team to learn about equity based compensation programs, 10(b)5-1 plans, distribution plans for private equity firms and corporate cash management plans
Northwestern MutualLife Insurance Agent
Jan. 2007 - May. 2007Assessed various types of prospects and recommended appropriate products based upon their financial needs Presented to prospects technical insurance terminology in objective and easily understandable terms
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