- 20+ years of banking, capital markets and consulting experience. Joined Beechwood in March 2019.
- Co-founded JFD Securities in 2002 (sold 2016), a registered broker-dealer providing option trading strategies and derivative execution to global hedge funds, asset managers and mutual funds.
- Previously held management, sales and investment positions in several companies in digital assets and blockchain, fintech, healthcare, gaming, foreign exchange and real estate industries.
- BA from Penn State, MBA from Rutgers.
- Holds FINRA Licenses: Series 4, Series 7, Series 24, Series 55 and Series 63.