Director of Operations
As Director of Operations for Premier Private Wealth, I enthusiastically embrace the responsibility of ensuring everything “behind the scenes” runs as smoothly and efficiently for our clients as possible. Through my experience in the financial service industry, most recently with UBS Financial Services and New York Life Financial, I’ve become keenly aware of the importance of ensuring that all client-related tasks are a priority and completed with accuracy. When the Operations Team I oversee can keep things running smoothly in the background, I know that Premier’s Financial Advisory Team can do their best work guiding our clients.
Even though my day-to-day may have me sifting through a lot of internal processes and procedures, I love meeting new people and connecting with them. Don’t be surprised the next time you’re in the office when I pop in to say “hello”!
Like many, I’m relatively new to Nashville, relocating from upstate New York. I’ve been here for 5 years now, and this is home. It’s where I met my fiancé and have quickly established meaningful roots. I already feel like an honorary Southerner!