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Network Power<100 people
Roles
💰100%
Investor & VC
🧑‍💼100%
C-level Executive
🏦100%
Finance
Geos
🇦🇪100%
United Arab Emirates
Work Background
Managing Director - Head of Institutional Product & Research
Sarson FundsManaging Director - Head of Institutional Product & Research
Oct. 2024Palm Beach, Florida, United States
Chief Executive Officer
Credentialing Standards Institute AssociationChief Executive Officer
Dec. 2023 - Nov. 2024Palm Beach, Florida, United States
Chief Operating Officer
One Charles Private WealthChief Operating Officer
Sep. 2022 - May. 2023Greater Boston/Palm Beach
Acting Principal
Confidential Single Family OfficeActing Principal
Jan. 2021
Chief Of Staff - Multi Family Office
Atlantic Wealth PartnersChief Of Staff - Multi Family Office
Jan. 2021 - Sep. 2022Palm Beach, Florida, United States
Instituional Fixed Income Sales - NJ/NY
Voya Investment ManagementInstituional Fixed Income Sales - NJ/NY
Jan. 2019 - Dec. 2021Atlanta, GeorgiaMid-Atlantic Sales for MFs, SMAs, 529s, and Pomona Investment Fund (PIF)
Private Wealth Management Associate-Analyst
Morgan StanleyPrivate Wealth Management Associate-Analyst
Jan. 2017 - Dec. 2019Greater Atlanta Area
Director - Investments & Operations, Mattson & Associates
Northwestern MutualDirector - Investments & Operations, Mattson & Associates
Jan. 2015 - Dec. 2017Greater Atlanta Area
Associate Wealth Management Advisor, Mattson & Associates
Northwestern MutualAssociate Wealth Management Advisor, Mattson & Associates
Jan. 2014 - Dec. 2015Greater Atlanta Area
Account Manager
Equinoxe Alternative Investment ServicesAccount Manager
Jan. 2013 - Dec. 2014Greater Atlanta Area
Institutional Sales and Trading Intern
Dawson James Securities, Inc.Institutional Sales and Trading Intern
May. 2012 - Jul. 2012Boca Raton
Client Sales Associate at North Florida Financial Corporation
Guardian LifeClient Sales Associate at North Florida Financial Corporation
Jan. 2012 - Dec. 2013Tallahassee, Florida Area

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Personal Pitch
Fractional COO Services
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