The greatest opportunity is no longer simply creating value - it's structuring that value into enduring wealth, flexibility, and legacy.
Before Merrill: Director-level roles at Mondelēz International and AB InBev, managing Investments, P&L, revenue strategy, and enterprise transformation across global markets.
Education: MBA · MS Finance · Kellogg Business School Certificate Program · Vanderbilt University Certificate Program
Core expertise: Financial strategy, P&L management, data-driven decisions, revenue growth, enterprise and personal transformation
What makes me different: I have sat in the chair of a corporate world, private business owner. I understand how business decisions, equity, and personal wealth intersect from the inside
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
