Experience

• 

  Wellington management

  Dec 2004 - Mar 2007

  Assistant
• 

  Fidelity investments

  Mar 2007 - Oct 2008

  • Senior Sales Practice Analyst

    Jun 2008 - Oct 2008

  • Senior Legal Product Manager

    Mar 2007 - Jun 2008
• 

  Conceptwealth & kiselis-mcconville brokerage services

  Jan 2013 - Jun 2014

  Operations director

  Director of Operations for two companies owned by same principal.

• 

  Business financial group llc

  Sept 2014 - Sept 2019

  Senior operations & service specialist

  Senior Specialist at Corporate Consulting Firm, overseeing operations and service for Retirement and Individual Financial Planning groups.

• 

  Dimensional fund advisors

  Sept 2019 - Sept 2023

  • Regional Director

    Mar 2022 - Sept 2023

  • Senior Associate, Retirement Distribution

    Jan 2021 - Mar 2022

  • Associate, Defined Contribution

    Sept 2019 - Dec 2020
• 

  Morningstar

  Oct 2023 - now

  Vice president, business development