Wealth Management Coaching, Events, and Resources

As a former Senior Associate at the world's best Private Bank in J.P. Morgan, I learned the ins and outs of the industry (the good and bad). I coached several people interested in a wealth management career and told them what it was really like, while helping them get in front of the right people and nail their interview.

Welcome to my profile! With a robust background in finance and consulting, I bring a wealth of experience to my coaching in wealth management. I spent seven years at Citigroup as an Assistant Vice President, where I honed my skills in financial analysis and client relationship management. My time at Boston Consulting Group and PwC further enriched my strategic thinking and problem-solving abilities. As a London Business School MBA Merit Scholar, I have a strong academic foundation to support my practical experience. I'm passionate about helping clients navigate the complexities of wealth management and achieve their financial goals. Let's connect to tailor a strategy that works for you!

Welcome to my profile! With a strong foundation in finance from Penn State Smeal College of Business and hands-on experience as a Private Wealth Management Intern at Raymond James, I am well-equipped to guide you through the complexities of wealth management. My role involved managing over 40 client accounts and implementing AI-enabled workflows to enhance efficiency, which has honed my ability to align financial strategies with client goals. Additionally, my experience as a Junior Analyst at Penn Wealth Management and a Life Insurance Agent has provided me with a comprehensive understanding of portfolio creation and financial planning. Whether you're looking to optimize your investment strategy or secure your financial future, I'm here to help. Let's connect and tailor a plan that meets your unique needs!