Boston Private Bank
Chief Client Development Officer
Perspective Equity Partners
Advisory Board Member
1414 Ventures
Co-Founder and Managing Director
CUNA Mutual Group
Non Executive Director, Board of Directors
Fidelity Investments
Senior Vice President, Head of High Net Worth and Mass Affluent Marketing Segments
Fidelity Investments
Senior Vice President, National Sales and Service Distribution
TIAA-CREF
Senior Vice President, Head of Retail and Individual Marketing
Fidelity Investments
Senior Vice President, Head of Customer Acquisition and Mass Market Segments
Boston Private Bank
Chief Executive Officer, Emerging Businesses and Client Experience
Everest Consolidator
Chief Operating Officer and Board Director
Harvard Business School
Wellesley College
