As a Senior Relationship Manager within the Investor Services department, I service ultra high-net worth Individuals, Trust & Estates, IRA, and Family Office custody accounts. In addition, I also work closely with Registered Investment Advisors (RIAs) tailoring custody solutions for their clients.
My Experience
I joined Fiduciary Trust International in 2002 as a Relationship Manager. Prior to FTI, I worked at U.S. Trust Company for nine years as Manager of Strategic Trading Division.
Education
- Briarcliffe College, Bachelor of Arts in Finance, cum laude
Financial Credentials
- Certified in Trust Administration and Estate Planning with New York Bankers Association
- Claritas Investment Certificate by the CFA Institute