I became the Client Center Administrator at Mountain View Strategic Wealth, LLC to continue my financial services career in the Hudson Valley, my home for the last 20 years. In previous roles, I count myself fortunate to have served clients and colleagues by proactively applying my familiarity with securities, trading, financial services processes, along with industry regulations. I am passionate about earning and validating the trust of clients and to be a valued resource in striving to achieve the goals and desired outcomes for families, trusts, business owners and executives.
Previously, I worked at the American Stock Exchange – where I coordinated data flow and reporting between the floor of the exchange and the Chief Operating Officer, for investment bank Donaldson, Lufkin & Jenrette (DLJ), American Express, and CitiMortgage. I have taken on progressive responsibility and have worked with evolving financial services technology that I now utilize to provide smooth transitions for clients new to Mountain View Strategic Wealth and to exceed the expectations of existing clients.
I focused on Office Technology while earning my diploma from Grace Institute in New York City.
I am so proud of my two children, Rachel and Joey. I enjoy my time with them, especially attending their field hockey, football, and lacrosse games. Rachel was named to the 2024 Field Hockey All-American team as a SUNY New Paltz junior. I am a fitness enthusiast and have placed first in multiple professional bodybuilding competitions through the World Natural Bodybuilding Federation (WNBF), Organization of Competitive Bodybuilders (OCB), and the National Gym Association (NGA). I continue to hold my pro card and am active as a nutrition coach and bodybuilding competition judge.