Chief Operating Officer
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Oversees business development, marketing, operations, and technology teams.
Started in the wealth management industry in 2010 as a Private Client Associate at Bernstein Global Wealth Management in New York City. In 2012, transitioned to IFP to oversee the growth of the firm’s staff, infrastructure, and advisor network.
MSF, Finance, University of Florida
BS, Business Administration-Major, Finance; Minor, Entrepreneurship, University of Florida