- Joined Prime Buchholz in 2000
- Entered the investment industry in 1997
- Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical and portfolio development support to various types of clients
- Member of the firm’s DEI community engagement working group
- Previous experience: Client service representative at John Hancock Financial Services
- M.B.A. from Southern New Hampshire University and a B.A. in business management from New England College
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