Empathic, genuine, and accountable, I bring over 15 years of experience in the financial services industry to my work as a coach. Since 2007, I have dedicated my career to helping people make informed decisions, provide for their families, and strengthen the financial stability of our community.
Outside of coaching, I enjoy meeting new people and building connections. I often host and attend whisky tastings for charity, where we sample and discuss different varieties. I am also active in the Stamford Jewish community, serving on committees and supporting fundraising initiatives.
My professional background includes nearly a decade at AllianceBernstein, followed by roles at US Trust and IDB, where I developed expertise in investment analysis, risk management, and financial planning.
