I am a Senior Relationship Manager and Team Lead at Osaic Advisors, where I handle day- to-day client interactions and oversee investment operations. My journey in the financial sector began in 1993 on the bond trading desk at Oppenheimer, where I obtained my Series 7 and 215 license. This role was instrumental in teaching me the ins and outs of buying and selling bonds.
After gaining valuable experience at Oppenheimer, I moved on to Morgan Stanley, where I assisted advisors and managed client needs. My dedication and expertise in client relations and investment management eventually led me to Goldman Sachs, where I worked my way up to the position of Vice President of Investment Operations.
I am extremely fortunate to have joined our team, then at United Capital, a national, fast- growing RIA in 2010. The entire team shares my passion, dedication and commitment, which makes each day a rewarding experience. Being part of a valued group that prioritizes collaboration allows me to thrive in an environment, where we collectively strive for excellence.
Outside of my professional life, I’ve been married for 42 years and am the proud parent of three children. Both my sons work alongside my husband in our family’s transportation company, while my daughter has pursued a career as an OBGYN.
In my free time, I enjoy traveling and spending quality time with my family and three grandchildren.