I have over 22 years of financial service experience, specializing in both Operational and Administrative management and I’ve been working here at INC Advisors for 8 years. Prior to joining, I was the Operations Manager at AIG/Royal Alliance Associates, one of the largest branch offices in the broker/dealer market.
As an administrative manager, my main role is to oversee the administrative operations on a day to day basis, as well as the supervision, and training of the support staff.
To me, being an effective manager means to work within the existing systems – and where appropriate to challenge and change them. It also means to be an advocate for the individuals that I manage and to identify both their strengths and weaknesses, and ensure each one lives up to their potential.
I have a BA from Brooklyn College, where I majored in English and minored in Political Science.
I am most passionate about my family, and the time I get to spend with them. I love sharing my passion for theatre, museums, shopping, and fine dining with them. New York City is my home away from home.
I am inspired by people who take risk. Commencing a new project, with no pre-conceived notions of whether you will succeed or fail, but giving it your all. My late father was my true inspiration. He taught me that no obstacle was too hard to overcome, and always have a smile on your face.
I am a people person and I am always happiest and most satisfied when I am interacting with clients. The ability to help someone, and giving them the best possible client experience is my favourite part of the job.
Favorite quote: “In order to be irreplaceable, one must always be different”, Coco Chanel
Favorite food: Italian, Pizza
Favorite film: Pretty Woman
Team: New York Knicks