Empowering women in their financial future. My mission is to inspire women to make their next financial move. Through Personal Finance coaching, I will help you recognize and re-frame behavioral patterns, develop a financial framework built on your terms and motivate progress through accountability.
I hold the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. I have been working in Institutional Portfolio Management since graduating from an Ivy League University. I know all the industry jargon but can discuss any aspect of finance without using them.
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