Accomplishments & Awards
A track record built on performance, ranked at the top in every role.
Professional Awards
Forbes | SHOOK Top Advisor Summit
Merrill LynchSelected by Merrill Lynch to represent the firm at the 2025 Forbes | SHOOK Top Advisor Summit — an invitation-only event recognizing the nation's highest-performing financial advisors.
BofA Fenway Park Suite Host
Merrill LynchChosen to host high-net-worth clients in Bank of America's exclusive suite at Fenway Park — a recognition of exceptional client relationship management.
Internal Promotion to Wealth Management
Merrill LynchEarned a competitive internal promotion from Investment Consultant (Premium Team) to Financial Advisor in Wealth Management, overseeing $10M+ in assets under management.
250% of Annual Planning Goals
Fidelity InvestmentsDelivered 25 high-impact financial planning consultations per week, achieving 250% of annual planning goals at Fidelity's Workplace Planning & Advice division.
Sales Agent of the Year
Tranzact Insurance LLCRanked No. 1 companywide and awarded Sales Agent of the Year. Selected for President's Club by the CEO — the highest individual sales honor at Tranzact.
President's Club
Tranzact Insurance LLCHand-selected by the CEO for President's Club membership, recognizing elite sales performance and consistent top-of-chart results.
220% of Sales Goal
CyberCodersAchieved 220% of sales goal as an Executive Recruiter on Boston's Finest Team, placing high-caliber talent at venture-backed startups and C-suite positions.
No. 1 Boston Office · Top 1% Nationally
eHealthRanked No. 1 in the Boston office during Annual Enrollment Period (AEP), completing 350 Medicare sales and finishing in the top 1% of all sales representatives nationally.
Personal Achievements
2025 Boston Marathon Finisher
Completed the 2025 Boston Marathon — one of the world's most prestigious 26.2-mile races. Registered for the 2026 Sydney and NYC Marathons.
18+ Countries Visited
Extensive international travel across 18+ countries, developing a global perspective and cross-cultural fluency that informs client relationships.
PADI Open Water Certified Diver
PADI certified open water scuba diver — a testament to discipline, calm under pressure, and a commitment to pushing personal limits.
NCAA DIII Men's Soccer
Competed in NCAA Division III Men's Soccer at Suffolk University — building teamwork, resilience, and competitive drive that carry through every professional endeavor.
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