I graduated from James Madison University in Virginia with a Bachelors in Business Administration and a concentration in Finance. I have worked in the financial industry for the last 10 years. Currently, I am a VP at a Wealth Management firm in New York City where I help clients make smart choices about investments and financial planning.
I enjoy explaining financial and economic concepts to clients and students. I have helped colleagues and students pass standardized tests related to the financial industry (Series 7, Series 66, CFA Level I). My approach involves assessing students' strengths and weaknesses and working on areas that need the most attention.
I enjoy traveling. I have lived in many countries in the past including Switzerland where I went to boarding school. I like to stay fit, try new restaurants, and I go snowboarding whenever I get a chance.
Education & Certification
Undergraduate Degree: James Madison University - Bachelor of Science, Finance
I like to stay fit, try new restaurants, and I go snowboarding whenever I get a chance.