As the Director of Operations at Budnick Capital, I am responsible for overseeing and streamlining the firm's back-office technology, client reporting process, new business, account maintenance, quality control, and day-to-day management. With over 10 years of experience in the financial services industry, including a previous role at TD Bank, I bring a wealth of knowledge and expertise to my position. I hold the State Life & Health Insurance Producer designation, as well as the Series 65 & SIE licenses.
Before beginning my career, I pursued my undergraduate studies at Westfield State and completed my graduate studies at UMass Amherst. Originally from Westford, MA, I now reside in Middletown, CT, with my fiancé, our two kids, two dogs, and two cats. In my free time, I enjoy traveling to destinations like Disney, Italy, Switzerland, Paris, and London. I also have a passion for reading, swimming, and scuba diving.