As a Senior Relationship Manager, I excel at crafting personalized wealth management strategies that align with my clients' unique goals and values. My focus is on building lasting relationships through exceptional service and strategic insight, ensuring each client feels confident and supported in their financial journey.
My Experience
I have over 10 years of experience in relationship management, having previously worked as an associate relationship manager at U.S. Trust Company and as a client service and support officer at Citigroup Private Bank in the Law Firm Group.
Education
- University of Massachusetts Amherst, BS in Economics and Business
- Baruch University, MBA with dual majors in Finance and Management
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Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!