• Joined Prime Buchholz in 2009
• More than 15 years of industry experience
• Responsible for the management of Investment Operations Analysts who handle all capital activity for traditional and OCIO clients; maintains a high level of client satisfaction by ensuring asset transitions are completed efficiently and accurately
• Member of the senior management group
• Previous experience: Funding manager at Direct Capital Corp; Remarketing Specialist BTM Capital Corporation
• B.S. in business economics with a minor in finance from The State University of New York College at Oneonta; certificate in professional meeting and event planning from Northeastern University