Sales and Client Service Officer
San Francisco, CA
Mellon Capital
Sales and Client Service Officer
Equidate
SVP, Head of Business Development
First Quadrant
VP, Institutional Business Development
PENSCO Trust Company
President
IRA Services Trust Company
Board Member and former President
J.P. Morgan
Corporate Lender
BNY Mellon
VP, Institutional Business Development and Marketing
Pacific Property Company
Acquisitions Manager
Financial Engines
Director, Business Development and Partner Management
Franklin Templeton Investments
VP, Institutional Business Development
Miami University
The Ohio State University Fisher College of Business
