When I was a junior in college, a family friend called my older brother to see if he wanted a summer internship at Kidder Peabody in Philadelphia. My brother was graduating and politely declined because he already had a job lined up. It took me about ten minutes to muster up the courage to call that friend back and ask if I could have the internship – the rest is history.
I have spent 30 years in the financial industry with various firms and in various cities. In the summer of 2009 I was looking for a change and came across a job posting for a small family practice looking for someone to help administratively. I was hired that fall and have never been happier.
My Community Involvement
- Wolfson Children’s Hospital (Volunteer)
My Prior Experience
Began my career on the Municipal Bond Trading Desk at Van Kampen Merritt in Philadelphia. Moved to Chicago and worked for JF Harfield and Kemper Securites. Moved to Tampa and worked as Operations Manager for the Municipal Bond Department at Smith Barney. Moved back to Philly and worked on the Municipal and OTC Trading Desks and in the operations department at Boenning and Scattergood.
Born in Bryn Mawr, PA and raised in Lake Forest, IL. Married with three children. Currently living in Jacksonville, FL.
My Favorite Quotes
“Be silly. Be honest. Be kind.” – Ralph Waldo Emerson
“It is vital that when educating our children’s brains that we do not neglect to educate their hearts.” – Dalai Lama