How did you get into financial planning and investing?
It was all thanks to Telarray. I had a corporate finance position lined up after I graduated from the University of Memphis but always wanted to learn more about investing. Then, at a networking event with the CFA Society and the Economics Club of Memphis during my senior year, I met Warren Coleman, A.J. Kratz, and other members of the Telarray team, who introduced me to this side of the industry. I have been with them ever since and continue to learn more about financial planning and investing.
What is your greatest career success?
I would say taking on increasingly more responsibility has to be my greatest career success so far. I have gone from taking care of routine trades and monitoring portfolios to executing our tactical strategy and handling more complex requests. I now supervise many trading functions.
What has been the most significant learning experience in your career?
It is definitely working through the early days of the pandemic and the related market crash. As we all remember, it was an incredibly volatile and stressful period. But during that time, I learned the importance of effective communication, maintaining your composure, and having the processes in place that allow you to keep going when times get rough.
When people you have worked with talk about you, what do they say?
I hope people would say they enjoy working with me and that I bring a positive attitude to my work. Serving our clients involves every department within Telarray, and I believe people value my expertise on the trading side when we work together to solve problems.