Resumes
Resumes

Founder And Principal
View pageLocation:
Marblehead, MA
Industry:
Investment Management
Work:
Anchorpointe Advisory & Consulting
Founder and Principal
Bny Mellon Jan 2016 - Oct 2017
Managing Director, Investment Management, Head of North American Institutional Distribution
Bny Mellon Jan 2013 - Dec 2015
Managing Director, Investment Management, Head of U.s Public Funds
Bny Mellon Jun 2010 - Dec 2012
Managing Director, Institutional Client Advisory Group
State Street Global Advisors Oct 2006 - Feb 2010
Managing Director, Head of U.s Public Funds
Founder and Principal
Bny Mellon Jan 2016 - Oct 2017
Managing Director, Investment Management, Head of North American Institutional Distribution
Bny Mellon Jan 2013 - Dec 2015
Managing Director, Investment Management, Head of U.s Public Funds
Bny Mellon Jun 2010 - Dec 2012
Managing Director, Institutional Client Advisory Group
State Street Global Advisors Oct 2006 - Feb 2010
Managing Director, Head of U.s Public Funds
Education:
Penn State University 1975 - 1980
Upper Dublin High School 1970 - 1975
Upper Dublin High School 1970 - 1975
Skills:
Alternative Investments
Investments
Mutual Funds
Asset Management
Fixed Income
Equities
Financial Services
Hedge Funds
Securities
Institutional Investments
Asset Allocation
Leadership
Management
Series 7
Marketing Strategy
Series 63
Investment Strategies
Investment Management
Asset Managment
Crm
Sales
Life Insurance
Product Development
Retirement
Institutional
Etfs
Institutional Sales
Business Development
Strategy
Capital Markets
Options
Investments
Mutual Funds
Asset Management
Fixed Income
Equities
Financial Services
Hedge Funds
Securities
Institutional Investments
Asset Allocation
Leadership
Management
Series 7
Marketing Strategy
Series 63
Investment Strategies
Investment Management
Asset Managment
Crm
Sales
Life Insurance
Product Development
Retirement
Institutional
Etfs
Institutional Sales
Business Development
Strategy
Capital Markets
Options
Certifications:
Finra