I’m a seasoned wealth manager and relationship-builder inspired by actively helping clients develop their financial wellness and achieve their financial and life goals. The clients I have had the fortune of working with include high-net-worth and ultra-high-net-worth individuals as well as not-for-profit foundations/endowments and Native American tribes. In addition to consistently meeting the goals of individual clients, guiding underserved groups toward their mission has been extremely rewarding. I am known for teaming with my clients’ fiduciaries and internal professionals to achieve the best outcomes for our clients.My colleagues view me as trustworthy, dedicated, diligent, and personable. I’ve coached and mentored junior staff to help them pass their challenging CFP certifications and FINRA exams. I am a leader by example who was active in defining the Client Advisor role at Rockefeller Capital Management by achieving numerous professional certifications and completing multiple continuing educational programs, which created a career path for peer advisors and junior staff. Through empathy and a sense of humor, I provide a safe space for clients and colleagues, resulting in excellent productivity and success rates.My recent career history is listed below. My early career is included as well:►MANAGING DIRECTOR – RELATIONSHIP MANAGER, Peapack Private Wealth Management►SENIOR VICE PRESIDENT – WEALTH MANAGEMENT/FINANCIAL PLANNING, Newport Capital Group►VICE PRESIDENT – GLOBAL FAMILY OFFICE, Rockefeller Capital Management ►VICE PRESIDENT – PRIVATE BANKING SERVICES GROUP, Deutsche Bank – Private Wealth Management Group.►ASSISTANT TREASURER – GLOBAL INVESTMENT SERVICES, Chase Manhattan Bank NA.►BOND FUND PORTFOLIO EXECUTIVE – UNIT INVESTMENT TRUST, Chase Manhattan Bank NA.