
Timeline
About me
CCO & Director Of Client Operations at Lake Street Advisors
Education

2019 level iii candidate in the cfa program
-
Bentley university
2002 - 2006Bachelor of science
Unsw australia
2005 - 2005Study abroad
Experience

Bank of new york mellon
Mar 2009 - Mar 2015Supervisor
Lake street advisors
Mar 2015 - nowChief Compliance Officer & Director of Client Operations
May 2024 - nowDirector Of Operations
Jan 2019 - Aug 2024Operations Analyst
Mar 2015 - Jan 2019
Licenses & Certifications
.webp)
Series 65
Financial industry regulatory authority (finra)- View certificate

Cfa® level i badge
Cfa instituteJan 2017 - View certificate

Cfa® level ii badge
Cfa institute
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