How I Increase Your Value of Time^®

To put it simply, I am the person entrusted with keeping the house in order! I am responsible for developing and implementing the operational plan for the firm and ensuring that due procedures are in place and followed. I evaluate the organizational efficiencies and recommend and implement necessary changes to encourage our employees to meet their true potential at work. I also take care of administering the firm’s compliance program, establishing policies and procedures to prevent compliance violations, and ensuring that all the staff remains informed of compliance matters.

My Career Journey

Prior to my role as Director of Operations, I worked as a Portfolio Administrator for about a decade, where I was responsible for client service. This helped me gain valuable experience in handling trading and administrative functions for the firm’s exclusive clientele of high net worth.

What the Value of Time^® Means to Me Personally

Enjoying travel, reading fiction, and spending quality time with my family.

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