Background
I’m a Client Development Officer within the Foundations and Endowments Specialty Practice at Truist, providing nonprofit organizations with in-depth consulting regarding their investment and administrative needs. I lead the initial engagement and work with the team to develop tailored solutions designed to support nonprofits in meeting their fiduciary duty, as well as preserving and growing their assets.
The Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations, administering assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits.
I have over twenty years of experience in the financial services industry, having started my career in consumer banking in NationBank’s management training program. After business school, I served as a consultant on a variety of projects with large financial institutions, both domestically and internationally. For the past fifteen years, I’ve worked with corporate treasurers and CFOs, both as a consultant and on the technology side, to help them improve the efficiency of their treasury operations.
Investment Adviser Representative, Truist Advisory Services, Inc.
Personal Interests
I earned my B.S. in international economics from Georgetown University and my MBA, with a marketing and operations focus, from Vanderbilt’s Owen Graduate School of Management.
