New York City Metropolitan Area
I graduated from Elon University with a Bachelor of Arts in English and a minor in Psychology, and I hold Series 7, Series 3, Series 30 and SIE certifications. My diverse interests in finance, real estate, design, sales, and writing from an early start have shaped me for my current role as a Branch Officer. My skills in capital markets, Microsoft Office, and Python, and strategic planning enable me to navigate the complexities of derivatives trading, driven by my passion for the futures markets.
• Oversee regulatory compliance and daily financial operations for the branch, ensuring adherence to NFA, CFTC, and exchange-specific rules governing futures brokerage, managed accounts, and alternative investment offerings. • Provide risk oversight, account-level supervision, and product suitability guidance across discount brokerage, CTA-managed programs, and private investment vehicles. • Coordinate operational workflows between clearing firms, trading platforms, and back-office systems to ensure accurate execution, reporting, and reconciliation of client transactions in futures and commodities markets.
Using a holistic approach to financial planning to help clients at every stage in life. We strategize around insurances, investments, and taxation.
Worked in manual labor around the state of New Jersey installing playgrounds on commercial sites.