Works as part of the FUSE research staff, mainly in quantitative and qualitative content management for the Decision Support Platform service offering, along with project support for client-specific work.

Previously 

• One Charles Private Wealth, 2017-YE2017
  • Managed a group of clients
  • Supported a team of advisors servicing HNW individuals and retirement plans
  • Investment committee member

• Charles Schwab Advisor Services, 2016-2017
  
  • Internal support for team covering RIAs across New England
  • Consulted on growth strategies, client experience, M&As, ADV updates, and operational efficiencies
• Cerulli Associates, 2014-2015 
  • Sales and Client Support
  • Presented and taught clients how to use the data within their strategic business plans

SPECIALTIES

• Developing tools and strategy to improve efficiency and decision-making

Education & Other ExperIENCE

• University of Massachusetts, Amherst, BA, History with minor in Education
• Inducted into the National History Honors Society (Phi Alpha Theta) and the National Society of Leadership and Success
• Professional Licenses: Series 7, 63

Interesting Notes, Perhaps

• Avid scuba diver and spear fishers
• Participate in Big Brother Big Sister
• Been on Good Morning America and in People Magazine