I lead an experienced team of professionals to provide tailored advice and guidance to nonprofit organizations, endowments, and high-net-worth individuals and families, to help advance their professional and personal missions more effectively. In collaboration with my team of portfolio managers, wealth strategists, trust officers, estate and tax planning professionals, and philanthropic experts, we are here to serve the complex needs and goals of our clients. With broad experience on both sides of the balance sheet, I understand the opportunities and challenges that clients encounter in their efforts to preserve their wealth, plan for the future and support what they value the most.Prior to joining Bank of America Private Bank, I spent eight years as a Senior Relationship Manager for the healthcare and nonprofit sectors at Bank of America Merrill Lynch. Previously, I held positions in the Counterparty Credit Risk and Global Trust Services divisions of the bank in Chicago, Illinois. Additionally, I have extensive international experience that I gained while enhancing the bank's strategic relationship with China Construction Bank.*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.