Professional Bio
Senior Relationship Strategist at PNC Private Bank in Philadelphia, PA. Main function is to lead collaborative wealth management teams that execute client relationship strategy and team execution.
Previously, served as an institutional asset management business development executive. Strategic partnership development with Registered Investment Advisors, Broker Dealers, Wealth Managers, and Third-Party providers. Responsibilities included delivering capital markets expertise, investment solutions, and valuable practice management ideas.
Active member of the Investments and Wealth Institute and earned its Certified Investment Management Analyst (CIMA®) designation in 2007. Served as an elected public official for Malvern, PA Borough Council, and chaired its finance committee.
