With 5+ years in financial services, I’ve built a well-rounded foundation across retail banking, investment management, and client service. My journey began at Ridgewood Savings Bank as a Teller, where I learned the importance of financial wellness and building trust with clients. At JPMorgan Chase, I raised operational standards and elevated the client experience, deepening my appreciation for proactive problem-solving and teamwork. I later joined Coinbase as an Identity Operations Agent, focusing on fraud prevention and user safety in the fast-paced world of digital assets. Today, I’m a Planning Associate at Morgan Stanley, where I support financial advisors in scaling their practices, optimizing client outcomes, and navigating the evolving wealth management landscape. I hold Series 7, 63, and 65 licenses and am three credits shy of the 150 credits required for the CPA. I’m passionate about fostering inclusive, forward-thinking environments and driven by long-term goals of entrepreneurship and leadership. Let’s connect—whether it’s to share insights, explore opportunities, or build something meaningful together.