Education
My academic foundation is a Bachelor’s degree in Business Administration, with a minor in Art History from UMass Lowell. My professional credentials include Series 3 and Series 65 licenses, I am also a licensed Life and Health Insurance Producer and Tax Preparer.
Career
Throughout my career, I have embraced various roles, from personal banking and insurance to financial education and product development. I have also contributed to public service in the Commonwealth of Massachusetts. My latest endeavor is the establishment of financial services firm, Lilith & Co.
Our two main divisions are Lilith Capital Advisors (LCA) and Lilith Applied Sciences and Technologies (LAST). At LAST we have an innovative, patent-pending fraud detection invention under development.
Click here to visit Lilith & Co.
