Assistant Vice President, Investment Strategy – Wells Fargo Private Bank ● Adjunct Assistant Professor – Bentley University ● Needham, Mass.
On choosing to study at Bentley . . .
In 2001, after an unexpected layoff, I decided to embark on a new career path. A good friend and Bentley alumna whispered in my ear that “Bentley is the school for you.” So I attended an open house thinking I might enroll in a course or two. That’s when it all clicked for me. One month later I was enrolled full time in the MSFP program.
On moving to the head of the class . . .
Because of my connection with the university and my years of professional experience, I was asked to fill in and teach a summer course for the Law, Taxation and Financial Planning Department. As I’ve always enjoyed teaching, I gladly accepted the offer, loved the experience, and have never looked back.
On lessons beyond academics . . .
During the first class of each semester, I share my background and explain my unique Bentley connection as a student, alumnus and professor. I then strongly encourage the students to get involved on campus. Join the Graduate Student Association. Enhance the community by sharing talents and experiences. I firmly believe it’s a win-win when students take advantage of all that Bentley has to offer.
On making a gift to the Annual Fund each year . . .
Bentley has had such a positive impact on my life that I feel it’s my responsibility to give back. I do so in many ways, one of the most important being my regular contribution to the Annual Fund. From academics to activities to world-class technology, gifts to the Annual Fund support every aspect of the Bentley experience, so I know my contribution is put to immediate and good use.