After working on the institutional side of the business, I wanted to move into a role that allowed for direct client impact and day‑to‑day involvement in individual financial outcomes. I have broad experience across investment management and operations from my 16‑year tenure at AllianceBernstein, where I worked within the Global Portfolio Management Group and Institutional Sales. I currently hold the FINRA Series 7 securities licenses through Commonwealth Financial Network®.
Becoming an advisor assistant enables me to apply my background in a more personal, client‑focused setting. I am committed to helping clients feel supported, informed, and well cared for at every stage of the relationship. I focus on delivering consistent, high‑quality service by overseeing new account setup, coordinating asset transfers, preparing investment reviews, and responding thoughtfully to ongoing client needs, while providing operational support to our advisors.
Originally from Brooklyn, New York, I now live in West Springfield, Virginia, with my family and remain actively involved in my community. I have served as President of an All-Might Grad Party Booster Organization and volunteer with Food for Neighbors. I enjoy spending free time with my family, dog, and friends.