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