A Short Bio:

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In the 1930’s, my grandfather, a screen-printing artist, and my grandmother, a banker, joined forces to build a business focused on creating commercial advertising media. By the time I was born, the family business had evolved to include educational seminars, industrial screen-printing equipment and supplies, and a wide variety of art materials. Growing up in this environment translated into learning many aspects of running a business, such as marketing, customer service, management and finance. Once in college, I pursued a degree that, like my grandparents, would merge business and art, and in 2007 obtained a BBA in Marketing Management from the University of Puerto Rico.
 

After graduation, I moved to North Carolina where a large bank, now Wells Fargo, gave me the opportunity to learn about investments, client accounts management, and the retirement plan industry. Five years later, I explored opportunities with the Newport Group and BB&T, which further enriched my work experience by including on-site client meetings, marketing strategy, and compliance testing to my list of responsibilities. In mid-2014, I joined CAPTRUST, an independent investment research and fee-based advisory firm. The latter has helped to bring my retirement plan experience full circle, supporting financial advisors and plan sponsors while working with a variety of internal specialized teams.

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As this stage, my goal is contribute to the success of a company that will benefit from, and nurture, my business and creative abilities.