...I was a professor at several local universities near me teaching Math and Business. My professional experience lies in wealth and asset management, investment portfolios, project management, and FP&A Analysis. Alongside this, I hold the CFA, CFP, Series 6, Series 67, Scrum Master, and Product Owner Certification. (read more)
...Regardless of your background or identity, I’d be honored to work with you. I'm dedicated to helping you unlock your potential. I look forward to meeting you! (read more)