I work with AdvisorEngine’s Platinum level clients delivering first-class client experiences. My goal is to ensure efficient and successful implementations. I work cross-functionally to achieve client satisfaction. With our client success in mind, I always pursue ways in which we can effectively advance and streamline our processes.
I began my career at Intercontinental Exchange (ICE), where we connected participants in major markets to key phases of the investing, trading, hedging and capital raising lifecycles. I worked in ICE’s data services and later as Director of RTS Global Delivery. After working for a large company for a while, I was drawn to the start-up world. I feel fortunate to have landed at AdvisorEngine and thrive on the energy that drives our success.
I strive to give 100% to whatever it is that I am doing. My personal life is just as hectic as my work life -- but I wouldn’t have it any other way. I love to spend time with family and friends and especially enjoy watching my 14 year old son grow up. Being present in the moment is my priority – it’s the only moment we have.
“Life is short” – I try to live by these words by enjoying everything in life and always sharing love with the people who surround me.
What happens next?
My son inspires me. He is always willing to embark on any “adventure” with me and as he gets older I am amazed by his entire being. I love watching him engage in new experiences and witnessing the joy he gets out of life.