Our Team

FinServ Fellow, FinServ Foundation

Former Chief Compliance Officer, Fidelity

Internal Sales Associate, Franklin Templeton

Registered Rep, NYLife Securities

Former Wholesaling Leader, BlackRock and Eaton Vance

Former Client Operations Leader, Bank of America & Merrill Lynch

Senior Director, Individual & Major Gifts, Walker Therapeutic & Educational Programs

CEO and Co-Founder, MentorWorks

Financial Professional, New York Life Insurance Company

Diversity, Equity, and Inclusion Lead, MassMutal

Chief Performance and Talent Officer, Hub International

Senior Director, Corporate Engagement, Financial Services, Year Up

Fixed Income Investment Analyst, Capital Group

Head of Business Development, Corporate Engagement, Year Up