I have worked in financial services for the past 16 years, helping clients, financial advisors and institutions with their wealth management needs. I founded Domino Wealth Advisory to focus on helping the often overlooked women and younger generations build plans for their financial futures.
My career in finance began at the ripe age of nine when I noticed that there was a clear demand for skittles in my fifth grade class, but a lack of supply in our lunch boxes. After a trip to Costco with my parents I opened up shop selling skittles in my classroom. Eventually my teacher forced me to shutter my operations, but all was not lost as this sparked my interest in the area of business and finance.
Eight years later I ventured to NYC to attend NYU’s Stern School of Business. In between classes and taking in all the city has to offer, I held a series of internships with financial advisors and quickly realized that I wanted this to be my career path.
After college I dove right in, starting at UBS Financial Services’ Private Wealth Management office helping to select investments for high net worth clients. Then I joined the New York Life Insurance Company where I started in investment product sales and progressed to becoming Head of Product Strategy for Eagle Strategies, LLC., the Registered Investment Advisor (RIA) of New York Life. Before founding Domino Wealth Advisory, I was Head of Global Liquidity and Fixed Income Investment Marketing at Morgan Stanley Investment Management.
Ultimately I was rounding my skill set out to become a financial advisor, and thus I departed the corporate investment world and started Domino Wealth Advisory.
While not tracking the markets or serving clients, I do maintain a rather diverse set of hobbies from NFL football to taking classes in fashion design at FIT. I also serve on the board of my condo association. When we’re not in the middle of a pandemic, my husband and I enjoy traveling and showing our daughter the world.
I hold a B.S. in Finance and Marketing from New York University’s Leonard N. Stern School of Business with a Certificate in Entertainment, Media and Technology. My professional credentials include Series 7 and Series 66 registrations. I have also passed Level II of the Chartered Financial Analyst (CFA)® program.