Ozzie has been in the financial services industry for over 20 years. As the Director of Client Services, she oversees all the service associates and ensures that our clients are receiving the best possible service. She also works alongisde the other leaders of Boston Wealth to enhance and grow our practice, services and models.
Ozzie came to this industry by default. When she was 16 years old, she worked for a paramedical company after school and continuing there during college breaks. She built strong relationships with many of the advisors she talked to.
After graduating from the University of Massachusetts, Amherst, with a degree in communications, Ozzie followed her dream of becoming an anchorwoman. She earned a coveted role with Susan Wornick of Channel 5/ABC as a production assistant and later landed a role to produce the weekend news at ABC in Manchester, New Hampshire.
Unfortunately the journalism field required quite a few sacrifices that were not possible to make, so Ozzie went back to her connections and started her financial services career at New York Life, where she worked for 13 years. Her roles included helping to hire and train advisors, working as a consultant for the senior and managing partners, and running the practice of the top-producing advisor for her last eight years before joining the Boston Wealth team. Ozzie has spoken at several industry events, and she was a speaker on a panel of practice managers at Carson Wealth Coaching in Omaha, Nebraska.
Ozzie and her husband, Michael, welcomed a daughter, Roya in April 2020. They look forward to being able to travel with Roya and expose her to different cultures. Growing up in Iran and immigrating to the United States as a child, Ozzie has always felt it is important for her family to see, understand, and appreciate the world, its people, and its cultures. She is raising her daughter to be bilingual so that her own culture and traditions are not lost through the generations.