What drew me to William O’Neil + Company was a combination of two things. I had been aware of Mr. O’Neil and his success since I first read his book, “How to Make Money in Stocks,” back in college. His mindset and passion really stood out to me, and I have been a fan ever since. Secondly, I love working and collaborating with people. To be in a role that offers the ability to work, teach, and communicate with people every day is something I really want to be a part of.

I believe the technical analysis skillset I have developed over the years as well as my natural soft skills will be of great benefit to me in my position. I am knowledgeable about the markets, aware of the importance of technology, and understand that communication is paramount to success in any business. As an ICS person, I feel my ability to connect with people and understand their needs coupled with my industry experience to be critical assets in helping our clients meet their objectives and find a way where our services can be leveraged to support their investment processes.

My prior work experience has been in both investment banking as well as sales and trading, primarily in fixed income. Academically, I graduated in 2021 with a degree in Economics and a minor in Business Administration from Rutgers University New Brunswick. I believe my strong finance background will be of great benefit to me when talking about the markets with clients.

The only challenge I foresee in my role is making clients aware of all the benefits of utilizing Panaray®. Panaray is such a comprehensive platform and it continues to evolve to meet our clients’ needs. My goal is to help clients understand and  leverage the many features of Panaray so they can see the true value of its capabilities.

I am from South Brunswick, New Jersey (Central Jersey for those who believe that exists) and grew up with my mother, father, and older brother. I am a huge sports fan (NFL, NBA, Soccer, UFC) and spend a great deal of time supporting my favorite teams/players. Beyond that, I enjoy listening to podcasts, watching movies, and trying the best pizza Jersey and NYC have to offer.