Before joining Swad Wealth Management, I built a solid foundation as an administrative support professional and executive assistant, accumulating over four years of experience in optimizing organizational efficiency and productivity.
Initially pulled towards an interest in science, I graduated and began working in research where I became drawn toward managerial roles. Once I started working in management I then earned my MBA from Trident University International to help me move into a new field.
In my last role, I contributed significantly as a key member of a Fortune 500 Financial Services company’s operations team, serving as the Executive Assistant for the market. This experience in a dynamic corporate environment honed my ability to excel under pressure while upholding a steadfast commitment to quality and precision.
Beyond my professional endeavors, I enjoy time with my young daughter and husband. When not with them you can find me with our horses, out in the garden, or hiking as often as I can.
My professional ethos centers around hard work and connection. I enjoy relationship building and hope to bring a white glove experience to everyone I help.
Education & Certifications
Master of Business Administration – Trident University International
Bachelor of Science – Virginia Tech
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100 Stony Point Rd, Suite 244, Santa Rosa, CA 95401
Hours: Monday through Friday, 9:00 AM to 6:00 PM PST (Office Hours by Appointment Only)
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