I started my career in finance as an intern at a forex broker-dealer and was immediately hired on as a full-time broker and analyst. Over six years, I managed retail trading accounts, analyzed market conditions, and was eventually promoted to Trading Instructor Assistant — a role that deepened my ability to guide clients through complex financial products and market dynamics. That foundation led me into the world of high-net-worth advising, where I spent over five years at New York Life in a role that combined financial advising, customer success, and product education. I sold and supported high-risk capital investments, life and retirement insurance, and property and casualty coverage — helping individuals and families protect and grow their assets at every stage of life.
What makes me great in a Customer Success or Account Manager role — especially in the crypto space — is my ability to turn complex, volatile markets into trusted client relationships. My entire career has been centered on guiding people through risk, building trust through education, and supporting clients through the full product life cycle — from onboarding and activation to performance and retention. I bring financial fluency, high emotional intelligence, and a strategic mindset to every customer conversation. I’m also deeply fascinated by the innovation happening in crypto and excited to bring my experience into a space that’s redefining finance.