"The biggest risk of all is not taking one."
Solid Financial EducationMy fascination with numbers and money began early in life. This passion led me to pursue a degree in Finance at Bentley University in Waltham, Massachusetts, a private business school renowned for its strong emphasis on accounting and technology. Majoring in Finance and minoring in French, I graduated summa cum laude, but my education extended beyond the classroom. My roommate, an avid CNBC viewer and Bloomberg terminal enthusiast, provided me with hands-on experience in investing and the stock market, helping me bridge the gap between academic knowledge and real-world application.
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Proven Work ExperienceAs is common these days, I've pursued several different career paths, from corporate finance to insurance sales, personal financial planning, and ultimately project management and project controls. I now work as a PMP (Project Management Professional), responsible for the cost management of billion-dollar construction projects.
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Personal Financial Planning ExpertAs a Personal Financial Planner, I offer tailored financial strategies to help individuals and families achieve their financial goals. From retirement planning and investment management to budgeting and debt reduction, I provide comprehensive advice and personalized solutions to ensure a secure financial future.
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Corporate Consultant SpecialistIn my role as a Corporate Consultant, I collaborate with businesses to enhance their operational efficiency and strategic direction. I provide expert guidance on project management, financial analysis, and process improvement, helping organizations streamline their operations and achieve their business objectives.
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