Experience

PRIME Financial Services

• India
• Investment Management
• 1 - 100 Employee

• Managing Director | Financial Advisor

  • Mar 2020 - Present

  Wilton, Connecticut, United States I work with clients in the medical community on all aspects of their financial planning, including retirement planning, savings and budgeting, tax strategies, student loan management, and insurance. I started my career in the institutional investment management industry and served in a variety of roles over a twenty-year period. I then decided to apply my expertise towards working with individuals to really make a difference in their lives. After helping my aging parents with… Show more I work with clients in the medical community on all aspects of their financial planning, including retirement planning, savings and budgeting, tax strategies, student loan management, and insurance. I started my career in the institutional investment management industry and served in a variety of roles over a twenty-year period. I then decided to apply my expertise towards working with individuals to really make a difference in their lives. After helping my aging parents with their financial and health challenges, I feel passionate about helping people feel secure about their future through proper financial planning. After seeing their experience, I vowed to help others avoid the challenges they faced. I earned my MBA from the University of Connecticut and was class Valedictorian. In my free time, I enjoy gardening, hiking, history, traveling, and having fun with my two boys and our dog. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK employees, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org) / SIPC www.sipc.org. 600 Dresher Road, Horsham, PA 19044. 800-873-7637. Prime Financial Services is unaffiliated with HTK. Listed recognitions cannot reliably predict future results. Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • May 2017 - Mar 2020

  Westport, Connecticut, United States



St Patrick's Church

• United Kingdom

• Fundraising Committee Co-Chair

  • Jun 2016 - Nov 2016

  Redding, Connecticut, United States Co-Chair of first annual dinner and auction fundraiser Exceeded fundraising goal by over 2x Chair of Auction Sub-Committee Secured contributions for the auction with over 100 local businesses



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President, Consultant Relations

  • Oct 2013 - Apr 2015

  Hartford, Connecticut, United States Consultant Relations for the midwest and eastern seaboard



Fiduciary Asset Management

• Investment Management
• 1 - 100 Employee

• Managing Director, Head of Business Development

  • Oct 2009 - Apr 2012

  Greater St. Louis, Missouri, United States Consultant Relations, Direct Sales, Marketing, Management, Product Development, Strategy, Member of Executive Committee



INVESCO

• Peru
• Construction
• 1 - 100 Employee

• Associate Partner, Consultant Relations

  • Oct 2002 - Oct 2009

  New York, New York, United States Consultant Relations for the midwest and northeast



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Vice President, Senior Client Service Officer

  • 2000 - 2002

  New York, New York, United States Client Service - Midwest



Evaluation Associates

• New Zealand
• Education Administration Programs
• 1 - 100 Employee

• Associate Consultant

  • 1993 - 2000

  Norwalk, Connecticut, United States Institutional investment consultant to pension funds, endowments and foundations.



Pratt & Whitney

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Financial Analyst

  • 1992 - 1993

  East Hartford, Connecticut, United States Financial Analyst in Purchasing Department