Executive Director, Complex Manager, Morgan Stanley
Years in current role: 15
What do you enjoy most about your role?
Working with our Financial Advisors and clients.
What has been the biggest challenge you’ve dealt with over the past year?
It was and continues to be the COVID pandemic. We are committed to providing our clients with advice and services today that they were accustomed to pre-pandemic, while at the same time ensuring that our employees remain safe.
What is the No. 1 tip you would give to people or companies about planning their finances amid uncertain times?
With the help of a Financial Advisor, have a financial plan, continuously monitor that plan, adjust that plan according to your goals, and resist the urge to react and change the plan when you see short-term market fluctuations.
This profile is part of Rochester Business Journal's Power 30 Banking & Finance list for 2021. Information used in this profile was sourced from the honoree. View the full list at https://rbj.net/2021/12/17/rbjs-power-30-banking-finance/.