In my 18+ years in financial services, I've held roles ranging from client-facing financial advisor to internal wholesaler to marketer. In my role at Nasdaq, that background means I can truly understand the needs of the asset managers and marketers I work with, as well as the financial advisors and investors they are telling their story to. I have experience leading and managing cross-functional teams. I am an experienced public speaker. I hold FINRA Series 7 and Series 24 licenses, CA Life/Health license, CRPC designation, a digital marketing certification and bring experience that bridges both finance and marketing. I bring experience, expertise and longevity.