I’ve been around money my whole life. In many ways, it’s not surprising that one day I’d end up working in this field. Growing up I was always around large quantities of cash, because that was our family business: my parents owned an ATM company. Ever since I was a little kid, I was obsessed with saving. Though I entered college undecided about entering the field of finance, it was an economics professor who sparked my interest in the markets, so I finally decided to dive in.
As I took introductory and later advanced classes, I felt drawn to the analytics in corporate finance and other quantitative subjects. I imagined I’d become a trader at some point, but it was during an internship with a small financial firm in my junior year that I learned how much I enjoy the client interaction aspect.
I graduated from Providence College with degrees in Economics and Finance. Initially, I worked for an investment firm where I provided operations support to several CPAs. I also spent some time helping in our family business – doing inventory management, administrative support and even sales – because my family needed the help at the time. Then, an opportunity presented itself for me to work in a client service role at Beck Bode.
I really like getting to know our clients; it gives me great satisfaction to know that I'm helping someone. I also like the team at Beck Bode and their collaborative approach. The work environment and the people are two big reasons why I am here today. I am a person who wants to understand all the steps of whatever I am doing. You’ll find me asking a million questions – and at Beck Bode I’ve found that people are willing to take the time to teach me, to answer me, and to show me how to grow in my role. I believe the biggest asset I bring is my work ethic. You can count on me to get the job done, whatever it is.
While I’m originally from Syracuse, New York, I really liked living in the Boston area and was looking move here after college. Outside of work, I prefer to spend time outdoors. I follow professional sports, am an avid skier and have traveled extensively throughout Europe.
CREDENTIALS AND OTHER TRIVIA
- I love football and soccer