I earned my undergraduate degree in Investment Finance from Salisbury University where I was a lead analyst on a student run investment fund of about $500,000. Then, I went on to get my MBA with a Finance focus from Fairleigh Dickinson University.
Previously, I worked at Wealth CMT, a registered investment advisor, where I was their Planning Analyst. My main role was to create financial plans for our clients. There, I was also responsible for building and presenting annual client account performance reviews, as well as provide general analysis support for the advisors. I assisted on trade rebalancing, trading support, and operations support.
I look forward to continuing to help clients pursue financial success.
