SR. PORTFOLIO & OPERATIONS ANALYST, CFA®
Bachelor of Science, Finance, Northern Illinois University
Masters of Science, Finance, DePaul University
MY FINANCIAL SERVICES CAREER BEGAN IN 2010
My passion for financial services began during my internships while in school. I worked for a small family office for several summers and became a full-time trader and investment analyst after graduating. At Private Vista, my role is to trade, monitor and rebalance client accounts as well as conduct investment research and analysis.
One of the greatest joys in my job is helping people to reach their personal and financial goals. It is a pleasure being there to help people navigate the complex world of finance and understand the dynamic nature of investing. I enjoy applying my knowledge of investing and trading to analyze problems and develop solutions.
MY PRIVATE VISTA
Outside of finance, I enjoy scuba diving and underwater photography. My Private Vista includes also someday traveling to some of the many islands in the South Pacific to dive and photograph the natural beauty.