Manager, Institutional Business Development
Wealth Management, Northeast Region
Joined Harding Loevner in 2014
Previous Experience
RS Investments, Investment Research Group, April–November 2013
- Investment Director
Merrill Lynch Managed Solutions Group, 2006–13
- Associate Wealth Management Specialist, Vice President
- Internal Wealth Management Specialist, Assistant Vice President
Merrill Lynch Financial Advisory Center, 2005–06
- Investor Services Advisor
Education
Rider University, BA, Business Administration & Health Administration, 2004
Certified Financial Planner™ Certificant, 2008
Chartered Financial Analyst designation, 2011