- Joined Prime Buchholz in 2009
- Entered the investment industry in 2009
- Manages 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 firm’s 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
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