
Results-driven professional with over 8 years of experience bridging the gap between high-stakes operations (USMC) and luxury financial services. Expert in high-touch, consultative client management, with a proven ability to simplify complex financial products and technical data for high-net-worth individuals. Combines the discipline of a technical specialist with the interpersonal acumen of a top-tier advisor. Seeking to leverage 10+ years of relationship building, financial underwriting expertise, and operational leadership in a banking or tech operations role.