Financial Services Speaker

Strategic decision-making isn’t just about compliance, it’s about courage. When we align our values with our actions, we build trust, resilience, and lasting success.

Financial Services Speaker

Strategic decision-making isn’t just about compliance, it’s about courage. When we align our values with our actions, we build trust, resilience, and lasting success.

  • Rise Through ItTM

    in Financial Services & Accounting

    Finance is a world of high stakes, high pressure, and constant change. Whether it’s decision-making, regulatory shifts, or leadership under scrutiny, the challenges are real. I know this firsthand. My journey, from an Ivy League education and Wall Street success to navigating the hardest lessons of my life, has given me a unique perspective on integrity, resilience, and leadership in the financial industry.

    I work with financial services leaders, accounting professionals, and investment firms to build a culture where vigilance meets bold decision-making. It’s time to rise through uncertainty, embrace transformation, and redefine what success truly means.

Trusted By

ICI NSCP ALFN NACBA Delloite TMBA STOUT Bakertilly ADP IVY United Trustees Association Novation Lowa Ivy Advisors GAIM Ops West DCRB PRGX CPAacademy

The Challenges We Tackle Together

With my background in law, investment banking, and personal transformation, I help financial leaders confront the toughest industry challenges head-on.

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Meet Me

From Wall Street investment banking to running my own law practice, I’ve spent years navigating the high-stakes world of finance. But it wasn’t until I faced my toughest challenges, ones that tested my ethics, resilience, and identity, that I truly understood what leadership means.

Today, I work with financial professionals across the globe to spark meaningful change. My mission is simple: to help leaders rise above pressure, uncertainty, and blind spots, to create a culture of trust, integrity, and sustainable success.

Work With Me

Leadership in financial services is more than just a choice. It’s the foundation of lasting success. Let’s create a culture where accountability, trust, and resilience lead the way.