Experience

RiversEdge Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Retirement Services

  • Jan 2020 - Present

  Wilmington, Delaware

• Director Of Operations

  • Apr 2021 - Present

  Wilmington, Delaware, United States To this critical leadership role, I bring both my unique nine-year experience in the financial services industry and a deep commitment to service excellence. I ensure the team meets servicing commitments for all clients and that company-wide activities are well-organized, efficient, and successful. I also liaison with executive leadership as a key decision-maker, establishing the processes needed to achieve strategic goals. This is all done while monitoring and directing day-to-day business… Show more To this critical leadership role, I bring both my unique nine-year experience in the financial services industry and a deep commitment to service excellence. I ensure the team meets servicing commitments for all clients and that company-wide activities are well-organized, efficient, and successful. I also liaison with executive leadership as a key decision-maker, establishing the processes needed to achieve strategic goals. This is all done while monitoring and directing day-to-day business operations to ensure smooth progress is always being made.



Newton One Advisors, LLC

• United States
• Insurance
• 1 - 100 Employee

• Retirement Plan Account Manager

  • Mar 2012 - Jan 2020



Barclaycard

• United Kingdom
• Financial Services
• 700 & Above Employee

• Credit Analyst

  • Sep 2011 - Mar 2012