PROFESSIONAL EXPERIENCE

February 2015 – Present

Morgan Stanley, New York, NY
Vice President / Product CFO, Banking Services & Deposits/Investment Portfolio


December 2013 – February 2015

BNY Mellon, New York, NY
Vice President / Business Line Controller, Private Banking & Investment Management


December 2011 – December 2013

BNY Mellon, New York, NY
Principal Financial Analyst, Wealth Management Private Banking


September 2009 – December 2011

BNY Mellon, Boston, MA
Senior Financial Analyst, Wealth Management


May 2007 – September 2009

Baystate Financial Services, Boston, MA
Financial Analyst (Internship), Wealth Management

BOARD WORK & PROFESSIONAL ORGANIZATIONS

The Thomas E. Smith Foundation, CFO & Treasurer
Morgan Stanley Employee Training Committee, Finance Member
Morgan Stanley People Committee, WIM Finance Chapter

EDUCATION

September 2005 – May 2009

Boston College, Chestnut Hill, MA
Bachelor of Science in Management, Finance

January 2008 - June 2008

Comillas Pontifical University, Madrid, Spain


SKILLS