I began my career in the financial services industry in 2006. Since joining the team in 2015, I have worked closely in developing and perfecting the processes and systems that we use on a daily basis.

Day-to-day, I am focused on providing internal and external stakeholders with timely and transparent information and facilitating the often logistically complex implementation of our clients’ plans. Aside from handling operational duties, I also have a hand in developing and providing proactive communications to our clients as well as planning and executing many of our client and team events.