Team Profile

As a Director and Client Service Group Lead in our Tampa, Florida operations department, I interact with advisors and clients on a daily basis.  It is my main goal to help ensure that client’s needs are met and that they receive a high level of customer service.  I strive to uphold client satisfaction by building long, lasting relationships and going the extra mile to assist clients and advisors.

Professional Accreditations & Education

  • National Institute of Pension Administrators (NIPA) Loan & Distribution Certified
  • B. A. in Finance, Adelphi University (NY)

Up Close

  • Enjoys dining out, horseback riding and traveling to new places
  • Born and raised on Long Island, NY
  • Lives in Clearwater, FL
  • Joined Sequoia in 2016