I come from a family that taught me to value curiosity and instilled a drive to embrace the process of learning. After earning my degree in Elementary Education, I began to teach at a local preschool where I cultivated a similar environment for children to develop their unique personalities and skills by asking questions and exploring problems to find solutions. During this time, I also worked in a part-time position at Covenant where I handled all administrative tasks.
Eventually the opportunity arose for me to step into a full-time position at Covenant where my interest in investments grew. After earning the appropriate licenses, my role gradually evolved from administration to focusing on investment research and trading. With a desire to continue to learn and explore the world of investments, I transitioned into a role at JP Morgan where I spent several years in global trade settlement and collateral management.
My career then took me to a large multinational investment company where I managed teams overseeing securities lending, collateral management, and global cash operations. One of my proudest achievements was successfully managing a globally positioned team to navigate a complex transition of a significant portfolio between prime brokers. Through meticulous coordination and months of dedication our team overcame cultural differences and opposite time zones – Scotland, USA, and India – to complete this project and many others with excellence. I managed this team for 8 years where I learned the ins and outs of settlements and executing brokers and honed my ability to thrive in high-pressure environments while building strong, collaborative relationships.
In March 2023, I made the move back to rejoin the team at Covenant as Client Concierge where I was primarily involved with administrative tasks and client relations. I have since transitioned into a role as Director of Operations and am part of the Leadership Team where I create repeatable processes to set our teams up for success in every area. I enjoy identifying and implementing solutions to mitigate risk and enhance our client service. I received my SIE, Series 6 and 63 licenses as designated by LPL Financial, which provides me with practical knowledge and understanding of the nuances of the industry.
When I am not working, I love to hike and spend time outside in places like the Blue Ridge Mountains, Shenandoah, or Smoky Mountain National Park with my husband, Jason. We share a love for adventure and often take trips in our travel trailer or on our motorcycles to visit various destinations across the country.