Saddle Brook, New Jersey, United States
Retirement, saving for children or grandchildren’s education, caregiving, improving a home, or enjoying travel and leisure pursuits: most of us have multiple financial goals. Deciding how to prioritize and when and how to pursue them can be complex. Working together, I can prioritize your needs and develop strategies to help you meet those goals. I am committed to listening to my clients. I strive to be someone they feel comfortable talking with and take the time to understand the financial concerns they carry. I bring my financial knowledge and experience to provide understandable strategies that can address many types of financial needs throughout the phases of my clients' financial lives. I offer flexibility, personalized service, and a comprehensive approach to financial planning. With plans in place, I believe clients can have more time to enjoy with their families, friends, hobbies or careers, with fewer financial concerns. CA Insurance #0K17697
- Worked with a team of experienced financial advisors managing over $600 million in client assets. - Passed Series 7, Series 66, and Life, Accident, & Health Insurance exams during rigorous 4-month training.
- Analyzed financial statements and performed valuations, such as reasonable royalty, comparable company, and discounted cash flows, which are used to develop complex, multimillion dollar damages models. - Scrutinized opposing expert's assumptions, interpretations, and methodologies by constructing model replications, sensitivity analyses, and performing comprehensive document research and verification. - Experienced in conducting rigorous yet succinct internet and database research (i.e. Bloomberg, Capital IQ, Thomson) used in support of CRA expert reports. - Rebuttal report contributions assisted in the settlement of three litigation cases, consequently allowing client to avoid expensive legal fees. - Promoted from analyst to associate upon first yearly performance assessment. - Leveraged interpersonal and sales skills by successfully marketing CRA and recruiting two Lafayette undergraduate students.