Joined Curi Capital
November 2021
Education
- BS in Business Administration, Roosevelt University
Affiliations
- Professional License, FINRA Series SIE
Previous Experience
- BMO US Wealth Management, Compliance Officer
- BMO Harris Bank, Analyst, Anti-Money Laundering (AML) and Enhanced Due Diligence (EDD)
- Financial Industry Regulatory Authority (FINRA), Principal Compliance Examiner