Fidelity Investments May 2012 - Sep 2013
Svp, Planning Products
Fidelity Investments May 2012 - Sep 2013
Svp, Brokerage Products For Fidelity Institutional
Fidelity Investments May 2009 - May 2012
Vp, Investment Products
Fidelity Investments Feb 2008 - May 2009
Vp, Business Strategy
Fidelity Investments Dec 2006 - Feb 2008
Vp, Wealth Management Products
Education:
University of California, Berkeley 2001 - 2003
Master of Business Administration, Masters
Princeton University 1992 - 1996
Bachelors, Politics, International Relations
Milton Academy 1989 - 1992
Skills:
Series 7 Series 24 Series 63 Investments Alternative Investments Mutual Funds Hedge Funds Personal Trust Managed Accounts Wealth Management Private Client Services Talent Management Financial Services