Background
With over 25 years of wealth management and banking experience, I currently serve as a Medical Relationship Manager based in Baltimore. I was the Managing Director of the PWM Maryland Region with Truist’s predecessor firm, SunTrust.
Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
I earned a B.A. in economics from Vanderbilt University and an MBA in finance from Xavier University. I’ve also completed the Wharton Executive Development Program at the University of Pennsylvania, as well as a number of other professional programs.
Active in the community, I serve on the board of trustees for and as treasurer of the Harford County Public Library System. I’m also a member of the National Arthritis Foundation’s investment committee and participate in volunteer roles with the Harford County Bar Foundation, Calvert Hall Athletics, and St. Margaret’s Parish.
