Mitsy brings more than 30 years of industry experience as a financial advisor with roots in both trading and consulting for both individuals and institutions. Due to her trading background, she has extensive knowledge of the equity markets as well as the options markets. All of her life, she played sports including volleyball in college and multiple sports in high school. Sports have always been important to Mitsy, with valuable lessons learned such as how to be a team player and how to work together for the success of the team. She brings those learnings to Lakeview, working with and listening to client needs while treating each client as the captain of the team.
Lakeview’s process is a marathon, not a sprint, and a key differentiator to why she joined the firm. With previous experience at Smith Barney, she has found that working with Lakeview promotes a team environment (and there is no “I” in team). She finds that listening is the most important part of her job.
Quote to live by: “When you talk, you are repeating what you know. But if you listen, you may learn something new.” – Dalai Lama XIV