Background...
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I grew up in a working class home. The mindset around money was one of survival.
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I was the first in my family to go to college and completed undergrad in 2 years.
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I become a CPA and began working in an international firm among millionaires, even billionaires, and billion dollar businesses. All of this was channeled through the lens of a working class mindset.
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Finance paid the bills but my passion became the science of how people thrive.
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After ~15 years as a CFO in investment banking and clinical research, I pursued my master's degree in strengths based psychology from Penn.
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Over the next decade, I continued as a CFO in clinical research and gene therapy. Also continuing to build a strong evidence based bridge on my thesis about money.
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Recently, I worked with Marty Seligman as an Instructor, private conversations that anchored my theories.
What I’m Building...
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A fresh, psychology-based framework that offers an evidence based path to shift out of survival mindset related to money. Sadly, a majority of the population lives in or around this mindset. Most of what is published speaks to people already on their way to success.
Why You...
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This message will stand on its own but has potential to come alive with your creativity and savvy. It can reach a broader audience of people who need to hear it.
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This morning I was simply curious. I did not plan to reach out to you but then was inspired to do so.
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Hope you want to jump on zoom and learn more.
