Director of Business Development and Client Service
- Joined RhumbLine's Marketing & Client Service team in 2022 as Director.
- Industry professional since 2004.
- Member of the firm's Management Committee.
- Responsible for market strategy and distribution, new business, and oversight of the firm's existing client and consultant relationships.
- Prior experience: Lead Marketing Client Services Manager for ASB Real Estate Investments. Multiple positions at Bank of New York Mellon in business development, relationship management, client service team management and marketing. Sales Assistant for The Boston Company Asset Management.
- Fundamentals of Alternative Investments certification and FINRA Registered Representative.
- B.S. in Business Management-Finance and B.A. in Economics from Westfield State University.