As the Director of Investor Services, I am responsible for the oversight of Fiduciary Trust International's day-to-day and business strategy for the custody, family office services and retirement services offerings.
My Experience
I have over 26 years of securities industry experience.
Education
- University of Central Florida, Bachelor of Science in Finance
Financial Credentials
- Certified Public Pension Trustee (CPPT)
- Claritas Investment Certificate by the CFA Institute
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!