Bachelor in Literature, State University of New York, Oneonta.
Global managing director, wealth management Thomson Finance. With Automatic Data Processing Brokerage Services Group. Various positions, vice president, Account Management Automatic Data Processing, Inc., 1989—1997.
Managing director, information technical Banc of America Securities LLC, 1997—2000. President, chief operating officer Multex, Inc. Chief operating officer Reuters Research Inc.
(formerly, Multex.com, Inc.), 2000—2001, president, 2001. Chief Executive Officer Moneyline Telerate, Inc.(subsidiary of Reuters), 2003—2004. Managing director, chief information officer LPL Investment Holdings Inc., since 2008.