WealthTech on Deck
Creator and Host
LifeYield, LLC
EVP, Chief Growth Officer
Phoenix Investment Partners
President, Private Client Group
Camp Becket YMCA
Chairman, Board of Trustees
Money Management Institute
Co-Chair, Digital Advice Community
Hale Reservation
President Of The Board Of Directors
Phoenix Companies, Inc.
CMO
The Phoenix Companies, Inc.
Senior Vice President
NextChapter
Executive Leadership Advisory Board Member and Co-Chair, Leadership in Action Program
Putnam Investments
Managing Director, National Sales Manager, Broker and Dealer Sales
Babson College
Guest Lecturer
The University of Connecticut
