- Joined Prime Buchholz in 2023
- More than nine years of industry experience
- Responsible for business development initiatives including engagement with current clients and cultivating new client relationships through strategic outreach and networking efforts
- Member of the private foundation and private wealth practice groups
- Previous experience: Senior business development associate at Cambridge Associates; wealth operations and Performance analyst at CIBC Private Wealth Management; wealth management summer analyst at Morgan Stanley Smith Barney
- B.A. in economics, international relations and Hispanic studies from Connecticut College
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