
Vice President at iCapital
lpl.com
ubs.com
icapital.com
Senior Vice President, Head of Field Operations
LPL Financial
• www.linkedin.com/company/lpl-financial
Jan 2025 - Present
Vice President
iCapital
• www.linkedin.com/company/icapital-network-inc
Apr 2023 - Jan 2025
New York, New York, United States
Director, Wealth Planning
UBS
• www.linkedin.com/company/ubs
• Full-time
Mar 2022 - Mar 2023
Associate Director, Wealth Planning
UBS
• www.linkedin.com/company/ubs
Mar 2020 - Mar 2022
Weehawken, New Jersey, United States
Associate, Wealth Planning
UBS
• www.linkedin.com/company/ubs
Sep 2018 - Mar 2020
Weehawken, New Jersey
Analyst, Graduate Talent Program
UBS
• www.linkedin.com/company/ubs
Aug 2016 - Aug 2018
New York, NY