Institutional Operations and Compliance
Upon Graduating from Salem State University with a Bachelor of Science in Business Administration, I pursued a career in Employee Benefits Consulting, concentrating on Defined Contribution Plan Administration. I have held Relationship Management and Operations positions in the Wyatt Company, KPMG Peat Marwick, Northeast Retirement Services and Fidelity Investments. The culmination of my 30 years of experience has enabled me to specialize in delivering streamlined solutions to address complex needs of retirement plans.
In 2017 I joined Coastal Capital Group as the Director of Institutional Operations and Compliance. In this role I provide Consulting and Compliance solutions to our Defined Contribution Plans. The opportunity allows me to serve as an extension of our clients’ Employee Benefits Department and bring greater depth and resources where most needed.
I am a lifelong resident of the North Shore, and enjoy rooting for the Red Sox with my wife and three sons.