Bio

In my career I have had the opportunity to work for small family owned businesses, large retail franchises, non-profits, and Fortune 500 companies spanning Australia and the United States. I have lived in three continents, and traveled to over 30 countries. My experience includes business and practice management, consulting, business development, marketing and branding, operations, sales, human capital strategy, recruiting, retail management, and customer service. In 2012 I founded Cogent, a practice management study group which existed to help financial advisors improve their business operations. I am a graduate of The College of William and Mary's Executive MBA Program, and was elected Class President for the Class of 2014.. In my role as a consultant with BNY Mellon’s Pershing I have the great privilege to work with leading RIA firms around the world on building enduring advisory firms. I also love to contribute to the wider industry and share my experience with students and those looking to join our wonderful industry.