Origination
Experience
- 10+ years connecting Family Offices & HNW individuals with fund opportunities in private equity and real estate
- 10+ years with PNC Financial Services
- Former Treasury Management Revenue Cycle representative targeting the healthcare provider network with net patient revenue > 50mm
- Former Business Credit Treasury Manager providing cash management solutions to middle market clients
Additional Highlights
- B.S. from the University of Colorado at Boulder
- FINRA SIE certified
- FL Real Estate license
- Volunteer Initiatives (Make A Wish, New Hope for Kids, Morning Star)