Sales and Client Service Officer
San Francisco, California
Mellon Capital
Sales and Client Service Officer
BNY Mellon
Vice President, Institutional Business Development and Marketing
First Quadrant
Vice President, Institutional Business Development
Forge Trust
Board Member and Former President
Equidate
Senior Vice President, Head of Business Development and Strategic Partnerships
PENSCO Trust Company
President
J.P. Morgan
Corporate Lender
Pacific Property Company
Acquisitions Manager
Financial Engines
Director of Sales, Business Development and Partner Management
Franklin Templeton Investments
Vice President, Institutional Business Development
Miami University
Ohio State University
