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TiE Boston Charter Members
Merrill Lynch Wealth Management
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, I can offer a range of potential opportunities in today's fast-moving economy. In this environment, I believe you should have a Wealth Manager who can call upon a global network of finance specialists and can offer thought leadership that can be instrumental in helping you pursue your financial and capital/funding goals. I have been in the financial services industry since 2005 and joined Merrill Lynch Wealth Management in 2020. My comprehensive background includes a demonstrated proficiency in real estate (financing, acquisitions, and development), private equity, money manager searches, portfolio management, financial analysis/modeling, investment research/analysis, M&A, banking, credit & risk analysis, and corporate strategy & development. Substantial experience working closely with internal and external top-level management, including Investment/Portfolio Managers, Consultants, Custodian Banks, CEOs, CROs, Sr. VPs, CFOs, Board Members, and Investment Committees. I focus on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives. I actively volunteer in the community and serve as a Board member for the Mechanics Hall in Worcester and as a Corporator for the Worcester Arts Museum. I'm also TiE Boston's Charter Member. I earned my MBA - Finance in 2004 from Clark University, Worcester, MA and Executive leadership diploma from Wharton School - University of Pennsylvania. I hold Series 7 (FINRA) and Series 66 (NASAA) registrations.
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