CFA (Chartered Financial Analyst®) charter holder since 2000
Prior work experience at Hancock Bank in Louisiana and Mississippi, and served in the Peace Corps (Republic of Mali)
Member of the CFA Institute, CFA Society Boston, CFA Boston Society Sustainability Committee, Kappa Alpha Theta Fraternity Investment Committee, Town of Wakefield, MA Finance Committee
Chair, Cambridge Trust Sustainability Committee
Board of Directors, Colonel James Hartshorne House Association, Wakefield, MA
College District Director, Kappa Alpha Theta Fraternity
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