Helping advisors leverage technology to better serve their clients
andpartners.com
accentcare.com
envestnet.com
jpmorganchase.com
Partner
&Partners
• www.linkedin.com/company/and-partners-wealth-management
• Full-time
Nov 2023 - Present
VP, US Sales
FutureVault
• www.linkedin.com/company/futurevault
• Full-time
May 2023 - Nov 2023
Chicago, Illinois, United States
RIA Business Development Director - Southeast
Envestnet, Inc
• www.linkedin.com/company/envestnet
Jan 2022 - May 2023
Chicago, Illinois, United States
AVP Senior Regional Consultant Mid-Atlantic
Envestnet, Inc
• www.linkedin.com/company/envestnet
• Full-time
Jun 2019 - Jan 2022
Chicago, Illinois, United States
AVP Business Development Director
Envestnet, Inc
• www.linkedin.com/company/envestnet
Dec 2018 - Jun 2019
Greater Chicago Area
Field Training Specialist
Envestnet, Inc
• www.linkedin.com/company/envestnet
Mar 2016 - Dec 2018
Greater Chicago Area
Private Client Banker
JPMorgan Chase & Co.
• www.linkedin.com/company/jpmorganchase
Nov 2013 - Nov 2014
