About Us

Thirteen years of career progression at Fidelity Investments through sales, relationship management and operations. I have worked primarily in the institutional market place in the distribution of institutional liquidity products (money markets & short-term bond funds). I have work with intermediaries, such as banks, trusts, RIAs and broker dealers. Although I still partner with these business types I am now focus on the direct end client regardless to how they would trade the Fidelity products. These clients are made up of governments, agencies, businesses & high net-worth individuals.

I also distribute the LGIP Ocean State Investment Pool (OSIP) to the state, towns, cities, and government agencies of Rhode Island