- Joined Prime Buchholz in 2010
- Entered the investment industry in 2010
- Leads development and implementation of AI and data automations; develops process enhancements to increase efficiencies and support all aspects of firm business
- Member of the AI compliance group and AI senior management group
- Previous experience: Former business analyst, discretionary analyst, investment analyst, and senior performance analyst at Prime Buchholz
- B.M. from Gordon College and a MicroMasters in data science from UC San Diego
- Earned the Certificate of Investment Performance Measurement (CIPM) designation
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