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.
What brought me here
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.
How I balance life
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.
My favorite quote
“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 I want to know most in life
What happens next?
Who inspires a sense of adventure in me
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.