Available to leverage extensive fiduciary and related background to assist individuals and families evaluate their current wealth management relationships as they consider possible alternatives.

Represented a team-oriented fully-integrated boutique wealth management firm to individuals, families, family offices and centers of influence. RZH offers a full wealth management platform that includes comprehensive cash flow and financial planning, investment management allocation and risk management support. With the client and their other advisors, RZH defines financial objectives and then implements strategies to preserve and strengthen the client's financial position over extended periods. The firm's procedures helps clients, their families and their other advisors organize, formalize, implement and monitor all aspects of their financial health.RZH has a strong practice with estate and trust distribution planning opportunities, with women who are on their own for the first time financially, with business professionals who have experienced a key financial event and with individuals and families preparing for retirement. A common theme is working with clients whose financial resources are ‘non-renewable.’

Led team of professionals that advised high net worth individuals, their families, and family offices.

New client acquisition and relationship management responsibility for ultra high net worth individuals, their families and family offices.

HNW business development and relationship management.

Manager, Corporate Executive Group; Manager, Greenwich Office; Regional Manager (Fairfield County, Connecticut Shoreline)

New England Regional Manager/NYC Loan Production Office. Corporate and investment banking.

Unit Head,Corporate and Investment Banking: Upper Mid-West (MN/WI/IA/ND/SD); Northern California and Hawaii; Middle Atlantic States (DE/MD/DC/VA)