TO START, WHERE ARE YOU FROM AND WHERE DO YOU LIVE NOW?
I was born and raised in NYC, then moved to PA in 2002.
HOW DID YOU GET YOUR START IN THE FINANCE INDUSTRY?
I joined the international branch of Salomon Smith Barney in 1999.
WHAT ARE SOME PREVIOUS ROLES YOU HELD THROUGHOUT YOUR CAREER?
I have obtained industry licenses and credentials while working in various levels of service positions.
WHEN YOU AREN’T WORKING, WHAT DO YOU LIKE TO DO FOR FUN?
I enjoy spending time with my family and our pets, as well as volunteering in my community.
WHAT IS THE BEST ADVICE THAT ANYONE EVER GAVE YOU WHEN IT COMES TO BUSINESS?
Be honest and direct.
WHAT IS A TYPICAL DAY LIKE FOR YOU AT WORK?
I juggle many projects at a fast pace thru email, conference calls and meetings.
WHAT WAS THE BEST CONCERT THAT YOU EVER ATTENDED?
Bruce Springsteen concert where he performed nonstop for over 3 hours!
WHAT IS YOUR FAVORITE TRIP THAT YOU HAVE EVER TAKEN?
My family trip to Spain and Germany.
WHAT DESTINATION IS ON YOUR BUCKET LIST?
WHAT IS YOUR FAVORITE TYPE OF FOOD, AND WHAT IS THE BEST MEAL THAT YOU HAVE EVER EATEN?
My favorite food is Italian and the best meal was at the Pierre Hotel in NYC.
WHAT IS YOUR FAVORITE HOLIDAY AND WHY?
Mother’s Day is my favorite holiday because of all of my 4 daughters spend the entire day pampering me.
WHEN ARE YOU HAPPIEST?
I am happiest at large family dinner when we cook together.
WHAT WOULD YOU DO IF YOU WON THE LOTTERY?
I would take my family for a trip to Ireland.
WHAT WOULD A PERFECT DAY LOOK LIKE?
My perfect day would include a glorious day at a secluded large beach house with my family and pets, relaxing and reading books.
CAN YOU GIVE ME A QUOTE THAT CAN RELATE YOUR VIEW OF LIFE TO?
My favorite Maya Angelou quote for my life is "My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style.”
YOU’RE GIVEN THE ABILITY TO HAVE DINNER WITH ANYBODY IN THE WORLD (REAL, FICTIONAL- DEAD OR ALIVE). WHO WOULD YOU CHOOSE AND WHY?
I would choose to have dinner with my maternal grandmother to find out more about my mother’s life before she married my father. I heard many stories growing up but never met my maternal grandmother who was a very influential person.
IF YOU COULD HAVE ANY SUPERPOWER IN THE WORLD, WHAT WOULD IT BE? WHY?
I would love to have the ability to Time Travel to experience past and future world events in person and help humanity.
IF YOU COULD BE ANY ANIMAL IN THE WORLD, WHAT ANIMAL WOULD YOU BE? AND WHY?
I would be a dog and live in a loving home with a big family and other pets.
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Beirne Wealth Consulting Services, LLC (“BWC”) is a privately owned, SEC Registered Investment Advisor with offices in Connecticut and Pennsylvania. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.
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