- Accountants / Taxes (7)
- Banking / Lending (25)
- Investment Planning (5)
- Merchant Services (1)
Other Charter Oak Federal Credit Union Locations:
589 Hartford Pike, Dayville CT 06241
226 Putnam Pike, Dayville CT 06241
1 Connecticut Avenue, Norwich CT 06360
1315 Main St, Willimantic CT 06226
Other Charter Oak Federal Credit Union Locations:
589 Hartford Pike, Dayville CT 06241
226 Putnam Pike, Dayville CT 06241
1 Connecticut Avenue, Norwich CT 06360
Payroll, Payroll Tax Reporting as well as Bookkeeping Services
LIFE PHILOSOPHY
My grandfather always told me “Hard work never killed anyone.” My father constantly tells me to be “Fearless”, and if I do things for the right reasons, then everyone benefits in the long-term. I believe sharing knowledge is the most powerful thing I can do for my family and my clients!
EXPERIENCE
It is an honor and a pleasure to serve my community as an LPL Financial Advisor with Gateway Financial Partners. I started my career in the financial services industry in 2010, previously spending three years with MassMutual, four years with Prudential and nearly two years with Edward Jones.
EDUCATION
After attending East Hartford High School, I graduated from college locally, receiving a master in business administration, with a dual concentration in management and marketing, from the University of Connecticut in 2016; a bachelor of science with a concentration in marketing from Central Connecticut State University in 2010; and an associate of science, with a dual concentration in accounting and business administration, from Manchester Community College in 2007.
COMMUNITY ENGAGEMENT
As an active member and committee volunteer for the Connecticut chapter of Prospanica since 2011, I help empower diverse students and employees to continue their professional development. Since 2014 I have been a member of the Association of Latino Professionals for America, a national nonprofit organization that focuses on providing professional development and career resources in order to empower and develop leaders of the future.
In July 2017, I began volunteering as a workshop facilitator and in January 2018, was elected to the board of directors for the Connecticut Association for Human Services to help eradicate poverty in our communities. In April 2018, I became a member of the East Hartford Rotary Club, which provides support to local initiatives in areas of education, healthcare, and education. In July 2019, I became a member of the Society for Financial Awareness, a national nonprofit organization whose mission is to increase financial literacy providing education in communities across America.
A full service bank.
Full service bank
Payroll, Payroll Tax Reporting as well as Bookkeeping Services
Small business services: financial reporting, advisory services, payroll and tax planning and preparation.
