Joined Curi Capital
October 2016
Education
- BS in Business Administration, St. Francis College
Previous Experience
- Burnham Asset Management, First Vice President Mutual Fund Operations & Shareholder Services
- Burnham Investors Trust, First Vice President & Anti-Money Laundering Compliance Officer
- The Bank of New York – Mutual Fund Division, Relationship Management Group – Senior Client Services Administrator
- The Bank of New York, Corporate Agencies Management Training Program