- Currently the CEO of Prime Participations LLC, the US business of a Swiss Family Office that runs an alternative investment strategy.
- Formerly the CEO of PurseStrings (personal financial platform for women)
- Previously a partner at Lenrock Capital Management (Healthcare Hedge Fund – High Yield Portfolio Manager and Vice President/Assistant Portfolio Manager at SunAmerica Asset Management.
- Currently a trustee at Villa Maria School a special needs school in Stamford, Connecticut, and a Board Member of the Gilbert Family Foundation.
- B.A. from St. John’s University (Finance)