Biography

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current and more importantly future needs.

I graduated Fordham University with bachelors in Economics. I have 15 years of experience in the finance industry. Prior to Mass Mutual, I worked at Morgan Stanley, BNY Mellon where I attained a green belt in six sigma; Instinet, and Cantor Fitzgerald.

I am an action-driven financial professional with broad experience in planning, implementing business process improvement and cost containment initiative, enhances organizational productivity and profitability. I have strong analytical, strategic and tactical communication and relationship building skills. Outside of work I spend quality time with friends, backpacking in the mountains and horse riding.

It is my pleasure to partner with you to reach your financial goals.

Focus Areas

• Insurance Strategies
• Retirement Income Planning
• Retirement Strategies
• College Funding Strategies
• Business Succession Planning
• Risk Management Strategies
• Estate Planning
• Financial Education
• Business Owners

Languages

• English

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