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Skiing, Golfing, Wakeboarding, Boating

Work experience

Mar 2009Present

First Vice President, Wealth Management Advisor

Merrill Lynch Wealth Management

§Manage a team of 4 advisors with responsibilities that include new client acquisitions, deepening of client relationships and building an internal and external network to achieve business development goals

§Act as trusted financial advisor to high net worth and ultra high net worth clients, and advocate for, clients and prospects; provide integrated investment, banking , and credit recommendations that encompass multiple products and services as needed

§Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs

§Lead client team members and partners with other internal specialists to provide clients access to the full array of Bank of America Merrill Lynch capabilities and services, as required to meet their specific needs.

§Meet Risk & Compliance requirements and policies


Feb 2000Feb 2002


Kaplan University