I am the Practice Manager at Sagemark Consulting, where I establish that our practice runs smoothly by servicing existing clients and working on new cases. With over 24 years of experience in the financial services industry, I have developed a deep understanding of the field and a commitment to providing exceptional service.
Before joining Sagemark Consulting, I worked at Lincoln Financial Advisors and held the position of Regional Operations Lead for the Metro NJ Offices of Osaic Wealth/Sagemark Consulting. In that role, I handled both the operational and compliance responsibilities of the office, which provided me with invaluable experience in managing complex processes. I have been with Osaic Wealth since 2001, which has given me 23 years of industry experience.
I am a proud graduate of Rutgers University, where I earned my B.S. in Finance and Economics. Additionally, I hold my Series 7 and Series 24 securities licenses, which equip me with the expertise to navigate the financial services landscape effectively.
I currently reside in Northvale, NJ, with my husband and our two daughters, who are 17 and 14 years old. In my free time, I enjoy reading and watching basketball, both of which provide a welcome balance to my professional life. These activities allow me to unwind and stay engaged with my interests outside of work.