I have 25 years’ experience in the financial services industry, I have held roles as a Specialist on the NYSE and Director of New Business Development at what is now called Barclays. During my career history, I have held roles such as a Financial Advisor, Compliance Liaison, and Operations manager at organizations such as Wells Fargo Advisors and Prudential. Prior to joining INC Advisors, I was Supervisory Principal at Northwestern Mutual.
I graduated with a BA in Economics from CUNY and hold a Financial Planning Certificate from FDU, several Finra and Life and Health Authority licenses.
During my career I have been able to guide and create change through passion and teamwork – all while passing on knowledge to the next future leaders.
My role is an extension of our philosophy here at INC Advisors which is to be an Ambassador and Advocate for the Financial Advisors I represent. I believe it is important to retain a dialogue with this community and educate where necessary in order to have the best outcome for all stakeholders.
I strive to be one step ahead and forward thinking in order to anticipate trends that may impact our organization.
I love the outdoors and I’m passionate about family and faith. I am an avid community contributor and serves as an Auxiliary Police Officer where I live.I am inspired when I see others working with a concerted effort to reach their potential. My career choice was inspired from the movie Wall Street.
Favorite quote: “Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime”, Maimonides
Favorite food: Corned Beef
Favorite film: The Matrix
Team: New York Mets