I serve as Portfolio and Private Client Group Business Development Associate at Clearstead. I strive to provide clarity for our clients' financial needs and implement our best investment strategies. I work with our internal and external partners to achieve business development goals for our team. Our goal is to have a positive impact within our communities and extend our reach to those who can benefit from our services. I am a John Carroll University Alumnus with a Bachelors Degree in Finance and Wealth Management as well as an English minor. I am ambitious, energetic, and creative. I strive to be the most efficient and effective communicator and servant leader. My experiences in include construction, coaching, hospitality, Venture Capital and Wealth Management. In addition, I enjoy doing my own personal equity research and investing. I also serve on the Board of Directors for the Northern Ohio Italian American Foundation. I am constantly looking for opportunities to grow my knowledge and gain experience in investing, finance, and wealth management. I have earned the right to use the Chartered Financial Analyst designation after successfully passing all three levels of the exam.