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 and retirement services offerings.
My Experience
I have over 28 years of securities industry experience. I am a member of Fiduciary Trust International’s Governance and Exception Resolution Committee, Operating Committee, Risk Management Committee, Client Privacy Committee, Proxy Committee and the Bank Compliance Committee. I also serve on the board of Fiduciary Trust International of the South.
Education
- University of Central Florida, Bachelor of Science in Finance
Financial Credentials
- Certified Public Pension Trustee (CPPT)
- Claritas Investment Certificate by the CFA Institute