Driven finance professional passionate about empowering clients to achieve their financial goals. As a Customer Relationship Advocate at Fidelity Investments, I build trust through precise trade processing, money movements, and proactive account maintenance. A dedicated CFP® Candidate (third course completed), I’m advancing along the financial planning path to design holistic, personalized strategies. Combining analytical rigor with empathetic communication—honed through leadership as an Eagle Scout—I thrive in collaborative environments and am committed to delivering exceptional client experiences
Achieved the rank of Eagle Scout through Troop 5 North Providence in 2019