
Client centric financial professional and sales leader passionate about alternative investments, digital assets, fintech, and the future of financial advice. Experience advising/investing across asset classes including: Equities Fixed Income Private Equity Private Credit Hedge Funds Real Estate Commodities Digital Assets
simplify.us
pimco.com
blackrock.com
coinbase.com
jpmorgan.com
gsr.io
Los Angeles Metropolitan Area
Managing Director - Investment Strategist
Simplify
• www.linkedin.com/company/simplifyassetmanagement
• Full-time
Mar 2025 - Present
Los Angeles Metropolitan Area
Senior Vice President - Investment Strategist
Simplify
• www.linkedin.com/company/simplifyassetmanagement
• Full-time
Aug 2023 - Mar 2025
Los Angeles, California, United States
Director Of Business Development
GSR
• www.linkedin.com/company/gsr-markets
• Full-time
Jan 2022 - Dec 2023
Los Angeles, California, United States
Institutional Team Lead - RIA, Family Office & UHNW
Coinbase
• www.linkedin.com/company/coinbase
• Full-time
Jan 2021 - Dec 2022
Los Angeles Metropolitan Area
Vice President - Private Bank
J.P. Morgan
• www.linkedin.com/company/jpmorgan
Jan 2015 - Dec 2021
Orange County, California Area
Associate - Financial Institutions Group
PIMCO
• www.linkedin.com/company/pimco
Jan 2011 - Dec 2014
Orange County, California Area