Building a high-net-worth franchise in financial services is like building a championship baseball team: Your team will consist of a combination of free agents and new talent developed in your “farm system.”
The team you’re building is a sales force that can capture the ear of wealthy individuals, win their trust and confidence and perform on a consistent basis.
San Francisco Girls Chorus Board 1998- 2011 (Young women's choral school and performance organization)
Piedmont Educational Foundation 2007-2012 (Local support organization for Piedmont, CA school district)
Piedmont Measure A school parcel tax campaign co-chair 2013
Piedmont Unified School District Board of Education member (present)