Paula provides support in all areas of client relations, account administration and service. She is intimately involved with all areas of our clients’ financial lives. With nearly 22 years of experience in the financial services industry, with prior positions at UBS Financial Services and Smith Barney, Paula understands what the people she serves need and strives to make their financial lives easier.
Paula earned her Bachelor of Business Administration degree from Pace University. She currently resides in Marlboro, NJ with her husband and their two children. In her spare time, she enjoys spending time with her family and friends, traveling, and going to OrangeTheory Fitness.
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