I am passionate about working in the financial services industry! I lean on my skills developed from 35 years of experience to always do what is in the best interest of my clients. I started my career in operations at Dean Witter Reynolds in 1987. I was a supervisor in the Bond Interest department within a month before obtaining a job on the equity trading desk where I found my calling as a sales trader. I was promoted to Vice President within a few years. In 1996, Dean Witter and Morgan Stanley announced a merger and I moved on to work for one of my clients Wellington Management in Malvern, PA. I worked as a trader for the Equity Income Group until 2001 when Wellington consolidated equity trading in Boston. I traded the financial sector pad and I was promoted to Associate Partner in 2006. After 17 years at Wellington, I returned to the sell-side in 2013 as a senior sales trader (Vice President) at SunTrust Robinson Humphrey. In 2020, I moved on to MKM Partners as an Executive Director which became Roth Capital Partners (Roth MKM) in 2022 after a merger with the boutique Investment Bank.