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 Citi’s North American Financial Center; an analyst in Citi’s Technology Procurement Department; and finally a project manager in Citi’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&T’s real estate for its 6,000 employees in the NY metro area.
Joined Merrill Lynch’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 “The Most Well-Traveled Squirrel in the Whole Wide World.” 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 do–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 Loyola’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 Father’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 Citi’s 2006 annual report for my work with all of Citi’s employee heritage networks.
Awarded a partial tuition scholarship to attend Loyola University Maryland.
Why I Chose Strategies for Wealth:
Since graduating college, I’ve worked to lead my life through the maxim of cura personalis (“care for the entire person”). 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 appropriate—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.
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.