experience
Private Banking & Wealth Advisory:
- Bessemer Trust
- Boston Private Bank
- Boston Private Wealth Management Group
- Enterprise Bank
- Glenmede
- GW & Wade/Member Focus Financial
- Lee Munder Capital
- RINET
- Wells Fargo
Financial Services:
- Dimensional Funds
- Fidelity Investments
- Putnam Investments
- Upromise Investments
- Thompson & Thompson
- Welch & Forbes
- Natixis
- Sentinel Investments
Insurance:
- John Hancock
- Liberty Mutual
- Lincoln Financial
- MetLife/New England Financial
- PURE (Priveledged Underwriters Reciprocal Exchange)
- TIAA-CREF
- The Coyle Company
Professional Services:
- Accounting Management Solutions (AMS)
- ACG Boston
- Derby Management
- J. Robert Scott
Technology:
- Dataupia
- Brainshark
- Smart Page Technologies
- Patni
- Massachusetts Technology Development Corporation
- VBrick
Health Sciences:
- Doral/DentaQuest Ventures
- Millennium
- Smooth Shapes
- Children’s Hospital
- Partners HealthCare International
Nonprofits:
- Junior Achievement
- SpeakEasy Stage Company
- Boston Center for Community and Justice (BCCJ)
Education:
- Buckingham Browne & Nichols
- The Govenor's Academy