How I Can Help You
I support the team by providing a range of key functions, including tax-loss harvesting analysis, rebalancing analysis, assistance with 401(k) and IRA rollovers, and the processing of securities orders and other requests. In addition, I answer client questions regarding their existing accounts and the opening of new investment accounts.
What Makes Me Knowledgeable
I have worked in the financial industry for more than 20 years. Prior to joining Northwestern Mutual, I worked at Fifth Third Bank and MB Financial Bank as a private client portfolio manager. I am a graduate of the North Park University and DePaul University, with a master's degree in finance.
Getting to Know Me
I live in Park Ridge, Illinois. When I'm not working, I enjoy spending time with my daughter, exercising, and just about any outdoor activity.