My primary objective at GBB is to empower our employees with the technologies they need to serve our clients best. With an eye on the future, I seek out integration and optimization opportunities across our company’s digital infrastructure within tool sets like CRM and Document Management, so that we can be a lean, mean, client-advocating machine. Besides my passion for technology, I enjoy practicing yoga, reading, and spending time with my big family. I received my education at Colgate University in upstate New York and recently passed the Series 7 and 66 exams in 2018.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.