Providence, Rhode Island, United States
Strategy professional with over 15 years of experience in financial services, specializing in private & public markets and fund operations across open-end and closed-end structures, including Interval Funds, Tender Offer Funds, CITs, and Private Equity. Known for a deep understanding of market dynamics, client requirements, and the competitive landscape. MBA in Finance and certifications in design thinking, Lean methodology, and big data support a data-driven approach to delivering strategic insights, optimizing operations, and enhancing client outcomes. Proven success leading global initiatives from ideation to launch, collaborating with cross-functional teams across legal, finance, marketing, operations, and executive leadership. Strong background in operations, relationship management, and business development, including cultivating strategic partnerships that resulted in new assets. Skilled in presenting complex topics to senior stakeholders and boards, and in designing client engagement programs recognized as best in class. Passionate about building innovative investment solutions, improving product capabilities, and fostering a culture of excellence and collaboration.
At Bryant University, I taught Macroeconomics as a true foundation for understanding markets, policy, and global business dynamics. Drawing on 15 years of experience in finance and business, I brought real-world examples into the classroom—connecting economic theory to capital markets, corporate decision-making, and investment strategy. Students analyzed growth, inflation, interest rates, and fiscal and monetary policy through both academic frameworks and practical application. Foundation for: • Finance – Interest rates, capital markets, asset pricing • Investment Management – Economic cycles and allocation strategy • Accounting – Macro trends influencing performance • Strategy & Entrepreneurship – Growth environments and policy impact • Public Policy & International Business – Trade, currency, and global interdependence My goal was not just to teach theory, but to develop disciplined, strategic thinkers equipped to navigate real economic complexity.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., combines cutting edge technology with high-touch consultative services to meet the needs of various fund sponsors, investment managers, and institutions. Ultimus offers full-service fund administration, fund accounting, transfer agent, middle office, and investor servicing solutions to support registered funds, private funds, and public plans. Ultimus supports nearly every pooled investment structure for clients who include asset managers, private fund managers, institutional investors, investment consultants, registered investment advisers, and state governments.