Experience

• 

  Bny pershing

  Jul 2010 - Nov 2019

  Pershing Advisor Solutions

  • Client Services Manager

    Sept 2018 - Nov 2019

  • Client Service Representative

    May 2017 - Sept 2018

  • Client Service Representative

    Jun 2015 - May 2017

  • Mutual Fund Specialist

    Jul 2010 - Jun 2015
• 

  Advisor solutions | bny mellon pershing

  Nov 2019 - Jul 2023

  Senior vice president
• 

  Bny pershing

  Jul 2023 - Sept 2023

  Senior vice president client services
• 

  Constellation wealth capital

  Sept 2023 - now

  Director, advisory

  Constellation Wealth Capital specializes in making tailored investments in industry-leading wealth management firms who want to add to their success and independence. We are committed to serving as a value-add and solutions-oriented partner to leading wealth management firms while also addressing a significant capital need.