My profile

My approach

I lead and build growth practices for advisors by offering the knowledge and support they need in order to help their clients. I am an influential, energetic, growth minded and results driven leader. I lead multiple branch offices where I focus on coaching advisors, recruiting talent and building a disciplined growth culture. I have been known to build collaborative partnerships with key stakeholders which is pivotal to drive consensus driven change. My leadership style is transformational where I help inspire teams with a shared vision, encourage innovation and personal growth development. I am adept at communicating a vision and empowering teams to improve success. Strengths:* Results oriented * Talent for profitability and reducing risk* Strategic and tactical business planning* People Development and training* Change Management* Regulatory and compliance

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Intergenerational Planning
  • Tax Planning Strategies

Education

  • MBA, Business, Pace University, NY,NY
  • B.S., Elementary Education/Business Admin, Sacred Heart University, Fairfield, Ct.

Awards & recognition

  • Ameriprise Circle of Success, 2023, 2025

Previous experience

  • Janney Montgomery Scott, Complex Director, 2020-2022
  • Wells Fargo Advisors, Private Wealth Area Manager, 2017-2020

Community participation

Interests

1. Competed National figure Skating.

2. Coached New York Rangers

3. Enjoy Golf, Running, Tennis and Cooking