I bring the sales, marketing, onboarding, and support teams together -- acting as the pivot between all of them. My role shifts day-to-day depending on the needs of each team. On our quest to shape the future of financial advice, I like to think of myself as the glue that cohesively bonds all of our AdvisorEngine teams together.
What brought me here
Prior to joining the AdvisorEngine team, I served as an Operations Analyst at J.P. Morgan Chase, testing fraud detection software. I quickly learned that the banking world was not my jam -- I found it to be suffocating. I needed more of a “work hard, play harder” mentality. The ever-evolving FinTech world is a better suited for my energy flow.
How I balance life
When I am not at work, you can find me at Citi Field watching the Mets -- even though my heart belongs to the Cincinnati Reds -- or at any rooftop in New York City.
My favorite quote
“Never doubt that a small group of thoughtful, committed people can change the world. Indeed, it is the only thing that ever has.” -- Margaret Mead
What I want to know most in life
Will I ever be able to accept the ending of Game of Thrones?
Who inspires a sense of adventure in me
Not a who but a where - New York City. No matter what you are doing or wearing you are never the kookiest thing happening in this city.