Prior to establishing Wilshire Phoenix, I served for 10+ years at BNY Mellon in numerous roles across several global teams, most recently as Vice President of Dealing and Trading. Throughout my tenure, I managed a credit risk portfolio of over $10Bn and led in the closing of 100+ large-scale corporate transactions. I also managed teams, oversaw projects, and had extensive experience with legal, risk, and regulatory compliance matters.
In addition to my responsibilities at Wilshire, I proudly serve as a Member of the Board of Directors for the National Multiple Sclerosis Society (NMSS) and also as the Director of New York for the Hedge Fund Association (HFA).