My primary focus is to drive revenue by helping our financial advisors grow in a positive and professional atmosphere. We strive to ensure all financial advisors in the complex have a thorough understanding of the firm’s products and services, and are able to use this knowledge to develop personalized, goal-based wealth plans for their clients.
We have created a management team that works as advocates and partners with financial advisors across the Chicago Complex. We are committed to helping every financial advisor in the complex realize their potential and succeed.
I grew up in upstate New York and earned a Bachelor of Science degree in economics from the State University of New York at Oneonta. I began my career at Smith Barney in the Clearwater, Florida, branch as a Marketing Associate. Since 2002, I have held several roles including Client Service Associate, Financial Advisor, National Training Officer, Assistant Branch Manager, Complex Business Development Officer, and Branch Manager at Smith Barney and then Morgan Stanley. This helps me understand our business from the ground up.
As Complex Director, I partner with financial advisors to help accommodate client requests and win business. My time with National Training and National Business Development gives me and my complex management team connectivity across our firm. We help eliminate roadblocks for financial advisors and clients.
