I have held a variety of leadership positions in wealth management over the past 35 years. My choice of a career path stems from my passion for helping clients achieve their goals. Leveraging a strategic approach with in-depth industry knowledge, our team delivers personalized solutions that align with the unique goals and aspirations of our discerning clientele.
My Experience
I have held senior managerial positions at several wealth management firms. I enjoy leading teams to perform at their best, delivering exceptional wealth management solutions to clients.
Education
- New York University, MBA International Economics
- Providence College, BA Economics and French
Financial Credentials
- Certified Financial Planner (CFP)