Education and Training:
Loyola University Maryland, B.S. Computer Science,
FINRA Series 7, 63, 65
Work Experience & Background:
Joined Citigroup Global Operations & Technology (O&T) in 2003 as part of their Leadership Development Program. There, I was an analyst in Citiâ€™s North American Financial Center; an analyst in Citiâ€™s Technology Procurement Department; and finally a project manager in Citiâ€™s Technology Project Management Office. I then become Operations Director for Global O&T, overseeing the day-to-day operations of O&T executive offices at 666 Fifth Avenue, as well managing O&Tâ€™s real estate for its 6,000 employees in the NY metro area.
Joined Merrill Lynchâ€™s development program in 2008 and became a licensed Financial Advisor there in June, 2008, transitioning to Ameritas Investment Corp. in 2009 and eventually starting my own insurance advisory practice, which I ran until joining Strategies for Wealth in January, 2012.
I published my first children book in November, 2011 entitled â€œThe Most Well-Traveled Squirrel in the Whole Wide World.â€ This is the first book in a series that will seek to teach children geography, bigger words, and the importance of learning about the various foods, languages, religions, and cultures that exist throughout the world.
I am also a professional voice-over actor for promos, trailers, narrations, and commercials.
Above all, I seek to have purpose with everything I doâ€“and want everyone I meet to have that same kind of passion.
Community, Charitable or Professional Organizations & Associations:
Oversee the service and spirituality programs for Loyolaâ€™s 6,000+ alumni in the NY metro area.
Serve as Assistant Director for the Catholic Finance Association.
Regularly volunteer with various organizations in the NY metro area, including Project Sunshine, My Fatherâ€™s Heart Ministries, Catholic Charities, and Fashion Delivers.
Every year I travel with a group to work with orphaned and abandoned children in Kingston, Jamaica through Mustard Seed Communities.
Awards and Honors:
Recipient of various employee awards at Citi, most notably being recognized in Citiâ€™s 2006 annual report for my work with all of Citiâ€™s employee heritage networks.
Awarded a partial tuition scholarship to attend Loyola University Maryland.
Why I Chose Strategies for Wealth:
Since graduating college, Iâ€™ve worked to lead my life through the maxim of cura personalis (â€œcare for the entire personâ€). Strategies for Wealth is the only firm I have found that actually has this general philosophy at the core of their business. It is paramount for me that I have resources internally who I can bring to a client when appropriateâ€”and my colleagues been nothing short of stellar for my clients.
Advice for Clients:
Be open to new ideas. Our conversations will be different.
Vision & Mission:
My goal with every client is two-fold: (1) protect and improve their cash flow; and (2) educate them on all of their options to do both so that they can make informed, adult decisions.
Insurance Licensed In:
New York, New Jersey, Pennsylvania, Maryland, Utah