I serve as Portfolio and Private Client Group Business Development Associate at Clearstead. I strive to provide clarity for our clients' financial needs and implement our best investment strategies. I work with our internal and external partners to achieve business development goals for our team. Our goal is to have a positive impact within our communities and extend our reach to those who can benefit from our services. I am a John Carroll University Alumnus with a Bachelors Degree in Finance and Wealth Management as well as an English minor. I am ambitious, energetic, and creative. I strive to be the most efficient and effective communicator and servant leader. My experiences in include