“Whatever you do in life, surround yourself with smart people who'll argue with you.”
I started my career focused on fixed income, and have spent time on both the buy-side at Northern Trust Asset Management, and on the sell-side at JPMorgan. I was initially drawn to the industry because of the nature of the work – it is equally interesting and challenging to forecast in a perpetually changing macro landscape – it’s an evolving puzzle.
While I greatly enjoyed many aspects of the financial services industry, I did feel at times as though I wasn’t able to prioritize my health goals. I felt like there could have been a more optimal lifestyle that would be beneficial both personally and professionally. That notion was one of the many focus points that resonated with me when I first spoke to Kate about Five to Flow, and how she envisioned best serving our clients. The idea of taking a holistic, top-down approach that not only addresses business lines, but also focuses equally on root issues such as culture and health makes a lot of sense to me. Company culture is paramount in order to perform optimally. So are good business practices and choices. I am excited to be part of a team that works across all fronts.
In my role as Five to Flow’s Chief Financial Officer, I focus on the financial analysis portion of our consulting process. I have been a CFA® charter holder since 2014.
© 2023 Five to Flow, LLC. All rights reserved.