I support our growth by providing oversight and streamlined processes within our New Business and Operations department, helping Integrated enhance our offerings to advisors and create internal efficiencies.  

Our success allows advisors to conduct business efficiently so they can focus on their clients and their needs. Creating ongoing training and resources for our advisors and their staff allows for any questions or inquiries to be addressed and resolved early, eliminating bumps in the account opening process.

My professional background includes over 17 years of experience in compliance and new business operations, with a focus in the RIA space for the last five years. I believe relationship building and ongoing training with all members of our firm is the backbone of establishing effective internal processes. I truly enjoy creating a positive environment for all to work together.

Rounding out my life finds me spending time with family and friends in my hometown of Providence, RI. In my spare time I enjoy crafting, but with a spooky twist. For example, I have a very large collection of horror-themed cross-stitch pieces.