Client-focused professional with deep experience across international business, consulting, and financial services. Specializing in annuities, 401(k) rollovers, and safe investment strategies for high-net-worth clients. Known for clear communication, financial education, and personalized retirement planning rooted in trust, service, and results.
Built a successful private practice focused on retirement income planning, portfolio protection, and safe growth strategies. Actively guide high-net-worth clients through 401(k) rollovers, annuity planning, and guaranteed income solutions, resulting in strong client retention and referral-based growth. Developed and implemented compliant onboarding and CRM systems to streamline operations and elevate service quality. Lead financial wellness education efforts to deepen client engagement and long-term trust.
•Provided strategic guidance to emerging brands and international companies entering the U.S. market. Leveraged over two decades of corporate leadership to support business launches across fashion, wellness, sustainability, and lifestyle sectors. Oversaw projects ranging from a $10M U.S. market expansion to large-scale wellness events with thousands of attendees.
•Helped an international fashion company open its New York office, build local teams, laying the groundwork for future domestic manufacturing.
• Co-produced The Great Work of Our Time, a global online event with John D. Liu and Jane Goodall, reaching thousands worldwide in support of ecosystem restoration.
• Curated the Attune Wellness Event featuring speakers such as Dr. Joe Dispenza, Gabby Bernstein, and Elizabeth Gilbert, serving an audience of over 3,000 attendees.
• Advised on land stewardship, regenerative living, and biohacking initiatives to support sustainable community engagement and wellness innovation.