A financial professional with a diverse background in both startup and established financial institutions. Originally from Boston, I was drawn to the fast-paced world of Wall Street.ReachCapital management, a startup hedge fund in NY offered me the opportunity to be their first operations employee and I jumped at it. The exposure to work closely with the firm’s partners and wear many different hats proved invaluable. As the firm grew ($55m to $3.5B AUM) so did my responsibilities and I was promoted into a trader position. On top of learning market dynamics and trade execution, this is where I also learned how to have clients – when you’re a trader, your Portfolio Managers are your clients. Your #1 goal is to make them happy! After all, they are investing on behalf of our clients.Though, I had hoped I would never work at another company in my career, the Global Financial Crisis had other plans for us and I found myself needing a new job at the worst possible time.I quickly shifted to the sell side of Wall Street, focusing on sales trading and client service management for various European investment banks. During this time, I sharpened my sales and relationship-building skills while serving U.S. and Canadian institutional clients.In my latest position, my focus was on institutional sales, where I dedicated myself to collaborating closely with institutional asset managers (CIO’s, PM’s, DOR’s etc..) within my designated territory. I prioritized the cultivation of existing relationships while persistently hunting for and closing new accounts.What ELSE?I thrive in fast-paced environmentsI am detail orientedI am a relationship builderI am a team player who always puts team and firm goals firstI operate with integrity. Always. Clients and internal stakeholders trust me and my workStill a Boston sports fan. Some things are non-negotiable