Employment

  • Vested
    Account Executive
    started Jan 2020

Represents

  • Director of Modern Alpha at WisdomTree Investments
  • Managing Director, Nonprofit Group at SEI Investments
  • Managing Director, New Business Development at SEI
  • Head of U.S. Capital Markets at RBC Capital Markets
  • Managing Director at RBC Capital Markets
  • Managing Director, Global Energy Strategy at RBC Capital Markets
  • Chief U.S. Economist at RBC Capital Markets
  • Head of US Equity Strategy at RBC Capital Markets
  • Director of Investment Strategy at SEI Investments
  • Executive Director at Indexed Annuity Leadership Council (IALC)
  • Managing Director, Investment Strategist at SEI
  • Head of Fixed Income Strategy at WisdomTree Investments
  • Head of Strategy and Emerging Technologies at WisdomTree Asset Management
  • Senior Investor Strategy Advisor at WisdomTree Investments
  • Chief Market Strategist at SEI
  • Client Portfolio Manager, Defined Contribution Team, Institutional Group at SEI
  • Executive Vice President, Head of the Institutional Group at SEI
  • Head of Product Services at SEI
  • Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
  • Managing Director, SEI Private Wealth Management at SEI
  • Managing Director and Head of Global Fixed Income Portfolio Management at SEI Investments
  • Business Development, SEI Wealth Platform at SEI
  • Director, SEI Private Wealth Management at SEI
  • Managing Director, SEI Huntington Steele at SEI
  • Head of SEI’s Investment Management Unit at SEI
  • Proposition Director at SEI Wealth Platform
  • Managing Director at SEI Investments Management
  • Global Leader, SEI Ventures at SEI
  • Investment Solutions Director at SEI Private Wealth Management
  • Chief Investment Officer at SEI Investments
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