As an adept financial professional with a dynamic portfolio ranging from equity research and financial modeling to risk management and insurance solutions, I bring a wealth of expertise to the CapSource network. With a solid background in finance, evidenced by my ongoing MBA in Financial Engineering at Stevens Institute of Technology and a Bachelor of Science in Finance from Ramapo College of New Jersey, my academic foundation complements my professional endeavors.

My career has spanned various roles where I've honed my skills in financial analysis, market research, and stakeholder engagement. At Kore Insurance Holdings LLC, I currently manage and grow client portfolios, ensuring their financial and risk management needs are met with innovative insurance solutions. My role involves analyzing financial documents, developing risk mitigation strategies, and fostering strong client relationships to ensure customer satisfaction and retention.