I have over 20 years of experience working in the financial services industry. I have managed assets for Institutional clients, advised and managed relationships for UHNW and Family Office clients. Currently, I work as an Executive for Prime Group Holdings, a Saratoga Springs, NY based Private ...more

I have over 20 years of experience working in the financial services industry. I have managed assets for Institutional clients, advised and managed relationships for UHNW and Family Office clients. Currently, I work as an Executive for Prime Group Holdings, a Saratoga Springs, NY based Private Equity firm, helping to build on their tremendous success and further accelerate growth through various initiatives.less