A highly motivated, results-oriented financial leader with over fifteen years of diverse and comprehensive experience in business and strategic analysis, executive presentation development, and large scale project management. Overall skill set combines extensive financial and strategic analytical capabilities, a seasoned ability in evaluating business implications, organizational agility, cross-functional team leadership, relationship building, problem solving, recruiting, coaching, and mentoring. Quality focused with a strong work ethic and strong communication skills. Understanding your goals is the first step in achieving them. Understanding your business, your culture, and your needs is our business. Although I recognize and appreciate the big picture, the ability to see around the corner - anticipating challenges and opportunities in equal abundance is part of the key to success.

Starting in this industry as a young woman was challenging. What really drove me to settle only for success was I watched personally the struggle a family could go through from the loss of a parent, the hardships that were endured from not having a proper plan in place. This is when I realized that my true passion was helping others no matter what challenges I faced. Through financial education, knowledge and planning I’ve been driven to help not only my friends and family protect against the unexpected, but my advisors grow their practices.

I focus on building advisor teams. I help them strategize new ideas, reevaluate stale ones, which combined with my sensibility, creativity, passion, honesty, and positive thinking they have been able to achieve their goals and develop an effective client experience for their clients. As a team leader, I enjoy strategic planning and providing value added solutions, which allows me to leverage my negotiation, problem solving, and client advocacy skill sets to deliver a best in class client experience and help my teams grow.

Education

University of Scranton