Promontory Financial Group, LLC
Senior Analyst
IEQ Capital
Managing Director
First Republic Bank
Senior Vice President
PwC
Senior Associate
PIMCO
Vice President
PwC
Manager, FS Advisory
PwC
Director, FS Advisory
Silicon Valley Bank
Senior Managing Director, Head of Advisor Growth and Experience
First Republic Bank
Vice President, Head of Business Operations and Chief of Staff
ACA Compliance Group
Managing Director and Diversified Financial Services Practice Leader
Cathedral School for Boys
Macalester College
University of Pennsylvania
