I am a Senior Vice President with Neuberger Berman and currently work as a Wealth Advisor. In this capacity I am responsible for providing wealth management solutions for high net worth individuals, endowments, and foundations. I have an extensive tenure in financial and banking experience and advise on public investments, fixed income management, alternative investments, custody and credit and liquidity needs as well as sophisticated estate planning and charitable strategies. Prior to assuming my current role, I was a Business Banker with Bank of America and focused on banking solutions for business owners regarding their credit and cash management needs. This background serves me well in my current role as I engage with privately held companies offering guidance on succession planning, exit strategies and deliver professional oversight and analysis to support entrepreneurs’ post sale wealth management needs.