Managing Director- Client Relationships at Invenomic Capital Management
transamerica.com
wellsfargo.com
cunamutual.com
evergreeninvestments.com
Managing Director- Client Relationships
Invenomic Capital Management LP
• www.linkedin.com/company/invenomic-capital-management
Jun 2019 - Present
Greater Boston Area
Head of Client relationships
Invenomic Capital Management LP
• www.linkedin.com/company/invenomic-capital-management
• Full-time
Jun 2019 - Present
Boston, Massachusetts, United States
Head of RIA, Private Bank & Trust, & Family Office Sales
Balter Liquid Alternatives, LLC
Aug 2016 - Jul 2019
Boston, Ma
Internal Sales Manager- NBD/IRD/DCIO/Private Bank & Trust
Wells Fargo Asset Management
• www.linkedin.com/company/wellsfargo
Mar 2012 - Jul 2016
Financial Advisor
CUNA Mutual Group
• www.linkedin.com/company/cunamutualgroup
Sep 2010 - Mar 2011
Massachusetts- South Shore
