Operations and Client Experience Team
Breandan joined our team in 2019. In his role as Chief Experience Office and VP of Operations he oversees day to day activities across all aspects of the business and is charged with using his extensive background in world-class hotels to transform the experience of anyone that touches our firm. He also brings unique perspective being a client since 2012.
A seasoned hospitality executive with over 20 years in the luxury hotel industry, Breandan joined us from The Iroquois Hotel New York, where he held the position of General Manager for almost four years. During his time at The Iroquois, a member of Small Luxury Hotels of the World, he provided leadership and strategic planning while overseeing a full property renovation, and continuing to drive service and guest experience across all areas of the hotel. He was instrumental in the hotel achieving their AAA 4 Diamond status for the first time ever in 2017 and to The Iroquois Hotel being ranked #6 in New York City by the readers of Travel and Leisure Magazine in 2018’s “World’s Best Hotels Awards”.
Previously, Breandan was at W Hoboken Hotel, where he served as Director of Operations and Interim General Manager, The St. Regis New York, where he spent over 15 years in various senior leadership roles, and The Shelbourne Hotel in Dublin, Ireland, where his hotel career began.
Originally from Ireland, Breandan graduated with a Hotel and Catering Management Higher Diploma from the Dublin Institute of Technology, and Bachelor of Science Degree in Management from the University of Dublin, Trinity College. He is an avid soccer fan and currently lives in Brooklyn with his wife Esther, and young daughter, Saoirse.
Anthony is responsible for planning analysis, investment operations, and compliance and has worked with Peter since 2007.
He received his degree from James Madison University with a concentration in Finance. Anthony later earned his Master's of Science in Accounting and passed all 4 parts of the CPA exam. Anthony is an Associate Wealth Management Advisor maintaining securities FINRA Series 6, 63, and 7 registrations along with his Life, Accident & Health Insurance license.
Anthony currently lives in Scotch Plains, NJ with his wife Amy and son Ludwig. Outside of work, he enjoys a round of golf whenever possible.
Jessica Willis is the Director of Operations and Client Service for Brian Jones, bringing over fifteen years of experience to her role. Jessica is responsible for aspects related to insurance, from assisting clients with the onboarding process to application processing and all the way through the day to day post approval service needs of our clients. She is also responsible for client services and will handle many day to day service requests from our clients with their investment accounts as well. Jessica takes great pride in providing our clients with exceptional service and looks forward to serving you!
Before joining our team Jessica worked as an internal wholesaler at both Prudential Investments covering mutual funds and Jackson National Life Insurance covering both fixed and variable annuities. Jessica graduated from University of Arizona with a BA in Psychology, maintains FINRA Series 6 and 63 registrations and holds her Life, Accident & Health Insurance licenses.
Jessica is currently a resident of Pennsylvania where she lives with her husband Morgan and their two daughters Harper and Finley. Jessica is a certified CrossFit Level 1 instructor and avid CrossFit athlete. A native Coloradoan, Jessica enjoys spending time in the outdoors doing such activities as skiing, hiking, biking, paddle boarding, and fly fishing.
As Director Strategic Development at Park Avenue Capital, Terence oversees our initiatives in joint-work, advisor succession planning, and acquisition integration. He acts as the conduit between Northwestern Mutual Financial Reps and Park Avenue Capital’s resources. Terence joined the Firm in 2023.
Prior to Park Avenue Capital, Terence began his career at Morgan Stanley in 2010. He started as a technology analyst assisting in the integration between Morgan Stanley and Smith Barney.
In 2014, he moved internally to a new role in Strategic Client Management, developing and serving clients across investment banking, wealth management, and investment management. He was the primary contact for 8,000 financial advisors where he helped them facilitate $4 billion in transactional value and capture $1.3 billion in new net assets. In 2019, he relocated to St. Louis where he became a financial advisor. He managed UHNW clients, primarily business owners, with over $10 million in investible assets.
Terence graduated from New York University Stern School of Business with a Bachelor’s Degree in Economics, Bachelor’s Degree in Management, and Specialization in Entrepreneurship. He enjoys exploring foreign cultures and cuisines, continuous learning in business, finance, and medicine, and playing cards with his dad. He currently resides in Queens, NY.
Weston Hatfield is the Director of Investment Operations for Park Avenue Capital Planning. He oversees brokerage account openings, maintenance, and execution for our team. Weston has worked in the wealth management industry since his arrival to New York City in 2014. Weston joined PACP in 2017 and holds FINRA Series 7 and 66 registrations with Northwestern Mutual Investment Services. Prior to pursuing a career in wealth management, he worked as a commodity futures trader for a hedge fund in his home country of Bermuda.
Weston lives with his fiance on the upper east side of Manhattan. He enjoys playing tennis, squash, running and fishing.
Maja is the Director of Operations for Park Avenue Capital Planning. She is dedicated to providing outstanding customer service while supporting clients from the application process through the completed implementation of their insurance planning. Maja started at Park Avenue Capital Planning in 2015.
Maja received her undergraduate degree from Banja Luka College of Communications in her home country of Bosnia and Herzegovina. Outside of work, Maja enjoys reading, traveling and photography. She also volunteers with World Vision International and sponsors several children in developing countries.
Amy began her career at Northwestern Mutual in 2009. She is responsible for handling client service, scheduling and manages the daily operations. Amy is an Associate Insurance Agent with Northwestern Mutual and holds her Life, Accident and Health Insurance License and is certified in the Long-Term Care designation.
Amy grew up in Marlboro, NY. She graduated from Berkeley College in NYC where she earned a bachelor’s in business finance. She is fluent in Hungarian and resides in New Jersey.
Katelyn joined Northwestern Mutual in 2018 and has held many roles in her tenure. Primarily, she's supported advisory practices with full-service investment operations to help build and grow healthy, robust investment practices.
Katelyn serves as the Director of Operations and Client Experience on Matthew's team, overseeing all investment and insurance servicing.
Katelyn earned a Master of Arts in Teaching and Bachelors in Exercise Science from Columbus State University. She holds CT Life and Health Insurance licenses, FINRA Series 7 certifications and may pursue higher industry designations in the coming months. Katelyn is a 200-hour Registered Yoga Teacher and enjoys sharing her love of movement. She currently resides in East Norwalk with her husband, Ryan.
Melissa Garcia has been with Northwestern Mutual for 20 years, and the majority of that time she has been an Associate Financial Representative and Director of Operations with David Hachey. Melissa assists clients with the underwriting process through post approval policy servicing, and she is always ready to help with the needs of our clients.
Melissa lives in New Jersey with her husband and two daughters. She enjoys baking, spending time with friends and family, and going on road trips.
Stacey has been with Northwestern Mutual since 2008 and joined the team in 2009. As the Director of Insurance Services, her responsibilities include overseeing insurance operations to include life, disability, annuities and long-term care as well as policy owner service needs. She works diligently to provide the high level of service that our clients expect for their overall financial needs.
Stacey earned a Bachelor of Science in Business Administration from Sacred Heart University in Connecticut and holds her CT, NY and NJ life and health insurance licenses. She and husband Tom are kept busy raising two young children. When not working with clients, Stacey is busy volunteering her time to various organizations and her children’s schools. She enjoys hosting parties with family and friends, refurbishing furniture, spending time outdoors and cooking.
Christina Ryan is the Director of Operations and Client Service for Richard Goldman. She assists Richard’s clients with insurance and investment matters, as well as handling aspects of his day to day practice. Prior to joining the Northwestern Mutual family, Christina gained a great understanding of the importance of a trustworthy relationship with clients due to her background as a patient coordinator.
Christina is a resident of Central New Jersey where she lives with her husband Jamie and their daughter Eleanor. She enjoys spending time at the beach with her family and traveling to new places when they get the chance. To relax she enjoys reading and practicing yoga.
Joseph graduated from Manhattan College in 2017 with his bachelor’s in Finance and has worked in the Financial Management industry since. Joseph joined PAC in 2022 and holds his FINRA Series 7 and 66 registrations with Northwestern Mutual Investment Services. Prior to joining PAC Joseph had served as a Client Service Associate for individual advisors at other financial services institutions. Joseph has extensive experience in the retirement industry, servicing both individual clients and institutional 401(k) plans. Joseph lives in White Plains, NY. He enjoys the gym, reading, hanging out with friends and family and the beach.
Andrew has been with Northwestern Mutual since May 2018. He recently joined Park Avenue Capital in 2023 as an Investment Operations Associate. He is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 7 and 63 registrations. His responsibilities include investment operations activities such as account maintenance, client onboarding, and trade reconciliation.
Andrew graduated from Wilkes University with a bachelor’s degree in sports management and marketing. Andrew resides in NJ and his favorite activities are golf and tennis.
Dan holds degrees in both Finance and Marketing from The University of South Carolina. Before graduating in 2017, Dan was a member of Tau Sigma National Honor Society. He spent his summers as a student working for wealth management groups including Pzena Investment Management and Centaurus Financial. Dan currently maintains his FINRA Series 7 and 63 registrations.
Dan loves to fish, play basketball and racquetball, as well as lift weights. He is a devoted South Carolina football fan and is a proud season ticket holder. Dan also roots for the New York Yankees and Jets.
Carley joined Park Avenue Capital in December 2023 as an Executive Assistant providing support to Ben Feldman, and Park Avenue Capital’s team and clients. Carley has an extensive background in both Administration and Hospitality and has lived and worked in New York City for over 7 years.
Originally from North Carolina, Carley enjoys spending time outdoors, meditation, food & travel. Carley has a Bachelor's degree in Spanish and hopes to obtain industry licenses and designations in 2024.
Raina is a Senior Client Experience Associate at Park Avenue Capital, and has a great passion for crafting exceptional guest and client experiences. Her journey into the hospitality industry began at the Taj Group of Hotels, where she gained experience in providing unparalleled service.
With a wealth of experience, Raina took on a leadership role at Marriott International in New York City. During her tenure as Director at the W Hoboken, Raina excelled in her responsibilities of driving brand loyalty, maintaining impeccable guest satisfaction, and driving incremental revenue for the business. She led a dynamic team of over 45 associates, fostering a culture of excellence while nurturing their talents. Her clientele ranged from esteemed celebrities including athletes and actors to families organizing special events like engagements and baby showers.
Raina pursued her passion for hospitality by earning a B.A in Hotel Management from the University of Huddersfield, UK, and the Indian Institute of Hotel Management. She also obtained her MBA in Hospitality Management from Johnson and Wales University.
Raina currently lives in Hoboken, New Jersey with her husband Sid and their two children Rahul and Sonya. Outside of her professional endeavors, she indulges her wanderlust by traveling and actively serves her community through her position on the board of a local charter school.
Tez began her career at Northwestern Mutual in 2020 as a Financial Representative before joining Brad Smith's team as Director of Client Relations. She is the primary point of contact for families in Brad Smith's firm.
Tez graduated from New York University with an individualized study in Drama Therapy. Prior to Northwestern, she was an event sales, marketing and public relations professional in NYC for 20 plus years and utilizes her experience to create a comprehensive and seamless client experience.
Originally a Baltimore native, Tez now lives with her daughter in Union City, NJ where they like to do outdoor activities, watch movies and cook for friends.
Pattie has been with Northwestern Mutual since 1989 and has been a member of Brad's team since 2016. Pattie handles all risk management and insurance service requests including applications, new business input, underwriting and numerous matters to assist our clients.
With extensive experience, her goal is to meet our clients' expectations and ensure that our clients' experience is personalized to meet their individaul needs and goals.
Pattie lives in College Point, NY. She is a dance instructor and enjoys spending time with her daughters and grandsons in her spare time.
Shadis recently joined Park Avenue Capital as a Client Service Associate in March of 2024. Shadis has over 12 years of experience in the financial services industry with more than 10 of them being at Northwestern Mutual. She is also FINRA series 6 & 63 licensed and holds her Life & Health insurance licenses.
Shadis graduated from Richard Stockton University with a BFA in painting with a focus in oil portraits and moonlighted as a caricature artist at Great Adventure for many years. Shadis currently lives at the beach in NJ and aside from painting, she also enjoys cooking and baking, hiking, camping, kayaking, cars, and is a huge F1 fan.