Professional background

Finance professional with extensive experience in strategy, business development and execution. I spent 30 years in client-facing and management roles at Bank of America and Merrill Lynch before retiring in June 2024. I held leadership positions across the Global Markets and Investment Banking divisions, including Chief Operating Officer for Global Equities, Co-COO for Fixed Income, Currencies and Commodities Sales, and most recently led a team in the Corporate and Investment Bank focused on strengthening partnerships with the Wealth, Consumer, Global Markets and Commercial Banking lines of business. I have a handful of private investments across healthcare and media.

Areas of Expertise

I have extensive experience in strategy and business development, business performance metrics, governance, supervision and controls, and expense management.