I aim to leverage my experience and knowledge in financial services and marketing to help companies build more inclusive workplaces while empowering humans to find their authentic voices to create change.

CHIP (Changing How Individuals Prosper) aims to help consumers of all backgrounds easily access financial professionals of color.

Manhattan Wealth Management Group, is an independent financial services firm based in New York, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Investment advice offered through MPWM Advisory Solutions, LLC, a registered investment advisor. MPWM Advisory Solutions, LLC and Manhattan Wealth Management Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Founder Gym is the leading online program training underrepresented founders on how to raise money to scale their tech startups.

Built a financial planning practice through prospecting, networking, and referrals as well as strategic cold calling, warm lead follow-ups, and targeting marketing campaigns.Collaborated with clients to identify financial goals, develop and implement need-based financial plans, including insurance planning, retirement income planning, and money management among others.

Managing Partner of boutique investment advisory firm, responsible for client acquisition and business development.

A firm positioned to offer clients a combination of traditional investment offerings and boutique style alternative investment solutions. We offer a broad spectrum of investment products and services via our comprehensive open architecture product platform, including equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through our affiliates, separately managed accounts, life, disability, mortgages, and wealth management services."

Collectively working with the Regional Sales Manager and Regional Operations Manager by diligently building numerous reports measuring the sales production of the Regions Investment Consultants and Private Financial Advisers.

Build and grow relationships with existing clients in order to help meet their financial goals; this resulted in over500K in increases in Home Equity Line Products, and over 1M in consumer deposits.