Upon graduating from Villanova University in 2009 with a BS in Finance, I entered the financial industry and joined Integrated Financial Partners (*Merged with Coastal Capital Group in 2012). While I thought investments would be my primary area of interest, I was surprised to learn that interacting with clients is my favorite part of my job. I love that I have the opportunity to speak with our clients every day and learn a little bit about them each time we speak. As a Relationship Coordinator, I assist our clients with all of their requests as well as facilitate their financial transactions. I am also responsible for our firm’s investment research and I contribute to our investment team.
I try to exercise often because I am a foodie! I love to cook and I enjoy experimenting with new recipes and different types of cuisine. I also love going out to eat. I try not to visit the same restaurant twice because Boston has so many to offer and I want to try them all!