Education
Bachelor of Science in Accounting, St. John's University, New York City.
Career
With Emigrant Savings Bank, Salomon Brothers. Managing director Deutsche Morgan Grenfell, London. Senior vice president institutional trading & operations Schwab Advisor Services Charles Schwab Corporation, San Francisco, 1998, position in client services Schwab Investor Services, 2002, senior vice president sales & relationship management Schwab Institutional, 2005, head Schwab Advisor Services, since 2010.
