I am a Senior Associate at Sterling Financial Group, where my primary responsibilities include working closely with clients to develop and maintain their portfolios in alignment with their investment models. I am dedicated to assisting clients in achieving their investment goals, drawing on my extensive experience in the financial services industry, which spans over 30 years. Before joining the Sterling team, I worked as an Investment Specialist with Charles Schwab & Co for 10 years. Prior to that, I served as an Operations Manager with Shearson Lehman Brothers, where I honed my skills in managing financial operations and client relations. I am proud to have obtained the Accredited As