Joined the Firm in 2007

• Previous experience: Client Service Representative at Putnam Investments

     - Processing Specialist for qualified and non-qualified accounts at Putnam Investments
     - Client Relations Manager for the Wealth Management Division of Sapphire      
       Financial Group, LLC

• Bachelor of Science in Business Administration - University of Massachusetts Lowell

• Series 7 and 66 Licensed

• Life, Accident & Health Insurance Licensed

• Member of Business Networking International