Expertise:
Advising Clients on Retirement Planning, College and Estate Planning
Favorite Business Publication:
Wall Street Journal
Hobbies/Sports:
Family Time, Mentoring Children in Need
Education Degrees:
Associates Degree in Business Management, Massachusetts Bay Community College; Certified Series 7, Series 63; Licensed for Health, Life, and P+C Insurance
Throughout the duration of your career, what was the one highlight that stood out the most?:
She feels that her present position is the highlight of her career.
Charity:
Foresters, Natick Autism, Kids Connect, Relay for Life, Boy Scouts of America
Number Of Years In Profession:
8
Number Of Years In Current Position:
3
What Does He/She Attribute Success To:
She feels that she can attribute her success to date to her natural ability to network, and to her efforts to find the right resources for her clients.
Why did you become involved in your profession or industry?:
She was recommended to her position by a friend who thought that her personality and skills would be a good match with the company. She has loved working in investment since.
Extended Bio Profile:
She is currently working to expand her skill sets.