Investment Associate
Arielle has 15 years experience in the financial services industry. Her background includes working in commercial underwriting and managerial finance in the banking industry before joining a broker-dealer in Miami, Florida. At the broker-dealer, she focused on both operations and sales support.
Arielle holds a bachelor’s degree in Commerce with a major in Finance from Dalhousie University in Nova Scotia, Canada. She has also earned her FINRA SIE, Series 7, Series 99, and Series 65 Uniform Investment Advisor license. She currently resides in Miami with her two dogs.