Highly experienced executive with strong qualitative, quantitative, and presentation skills and a background in startup firms as well as financial technology and portfolio intelligence for wealth managers and institutional investors. Leader of multiple high-performing teams managing high touch clients and delivering actionable insights for their decision making. Adept at thriving in fast-paced environments and adhering to tight deadlines while remaining calm, confident and professional. Recognized by co-workers and managers for creativity, dedication and exceptional work ethic, upholding internal standards and productivity goals to meet retention and business development targets. Represented integrity and professionalism in all areas of business, serving as mentor and role model to staff.
Triple Minors in Business, Mathematics and Statistics
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