Short Summary: • Started as a 'techie' and became fascinated with the financial markets • Now I provide efficient advice so my clients can achieve their financial goals Additional Details: • Earned a Bachelor’s degree in Computer Science from the University of Delaware • Launched my career ...more

Short Summary: • Started as a 'techie' and became fascinated with the financial markets • Now I provide efficient advice so my clients can achieve their financial goals Additional Details: • Earned a Bachelor’s degree in Computer Science from the University of Delaware • Launched my career as a software developer at IBM • Earned an MBA from the NYU Stern School of Business • Developed sophisticated equity trading software for a proprietary equity trading strategy at Morgan Stanley • Sold electronic equity trading systems to U.S. institutional investors for Morgan Stanley and Fidelity • Gained global financial experience at Reuters in Singapore and Southeast Asia • Managed a sales team at AssetPlanner, an early “robo-advisor” • Led teams in the broker/dealer and retirement businesses at Fidelity Investments and JPMorgan • Earned the CERTIFIED FINANCIAL PLANNER™ designation • Developed and led a Financial Literacy program at Roxbury Prep Charter School • Cultivated large client relationships with RIAs at Charles Schwab Advisor Services • Was Treasurer of FORCE: National non-profit devoted to hereditary breast, ovarian & related cancer Joined Fenway Financial Advisors in 2015 to deliver personalized financial planning and efficient investment advice with a relentless focus on minimizing fees and managing risk to help my clients achieve their goals.less