I am a Director at Westshore Wealth and serve as the firm's Chief Operating Officer and Chief Compliance Officer. With 15 years of industry experience, I have worked in the areas of financial planning, portfolio management, data analysis, and alternative investments. My client experience includes individuals, multi-generational families, corporations, foundations, and non-profits.

As Wealth Management Advisor, I served as the direct point of contact for a roster of current and former participants in the firm's retirement plans. My role was to answer their questions, accommodate their service needs, and introduce additional products and services. Through a comprehensive planning process, I identified their gaps, conducted the analysis, prepared the remedies, and presented the solutions. I then worked with clients to implement the solutions, and sustained the relationships… Show more As Wealth Management Advisor, I served as the direct point of contact for a roster of current and former participants in the firm's retirement plans. My role was to answer their questions, accommodate their service needs, and introduce additional products and services. Through a comprehensive planning process, I identified their gaps, conducted the analysis, prepared the remedies, and presented the solutions. I then worked with clients to implement the solutions, and sustained the relationships through steady communication and high-touch service. Show less

As an Investment Counselor at Fisher Investments, I welcomed new clients and engaged in a series of discussions to align the firm's portfolio approach and strategy with their goals. Throughout these long-term relationships, I educated each of client on the investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the market—all to help clients stay on track to achieve their goals.

As a Senior Associate for Bernstein Global Wealth Management, I engaged in business development efforts by reviewing the outside holdings of prospective clients. My work entailed analysis of equity, fixed income, and mutual fund securities, and I presented my findings to financial advisors to secure new business. I regularly discussed market conditions and portfolio performance with clients and intermediaries, and I executed a variety of operational tasks to ensure high-touch client service… Show more As a Senior Associate for Bernstein Global Wealth Management, I engaged in business development efforts by reviewing the outside holdings of prospective clients. My work entailed analysis of equity, fixed income, and mutual fund securities, and I presented my findings to financial advisors to secure new business. I regularly discussed market conditions and portfolio performance with clients and intermediaries, and I executed a variety of operational tasks to ensure high-touch client service. For my efforts, I earned the 2004 Annual Achievement Award for Los Angeles office, which is given to the most outstanding individual in the areas of exceptional work quality, positive attitude, and demonstration of the company founder’s vision of the “Royal Reach” in client servicing. Show less

My role at PwC was an actuarial associate, whereby I performed financial analyses of special-use fund programs including tracking historical performance, testing for adequacy, and recommending future funding levels. I created complex spreadsheet models using statistical analysis, extrapolation, variance, confidence levels, risk analysis. I also drafted executive summary reports and presented recommendations to clients at board meetings.