Victoria joined Pioneer in April 2020 as Assistant to the COO. Victoria graduated magna cum laude from the Sawyer Business School of Suffolk University, where she was elected to the Beta Gamma Sigma honor society.
She worked as a wealth management consultant at a major financial institution in Boston, and later served as office manager for a technology company in New York City. Victoria has also worked in fashion sales.
Victoria’s interests include baking, traveling and finding cool new restaurants to try in New York City. She is a native New Yorker, living with her family, her cat, Baby, and the family dog and cat.
In her current role, Natali's main priority is to always stay organized, informed and prepared for anything that comes her way. She goes above and beyond on completing her assignments and daily tasks while providing excellent customer service to all our clients. She truly enjoys working with her team and strives to maintain amazing relationships with her supervisors and colleagues.
Natali was born in Los Angeles, raised in Miami and now lives in Plantation, FL in the home that she helped renovate with her husband. She has a beautiful baby boy and a Boxer/American bulldog named Apex.
Her hobbies include exercising, watching sports, dancing and spending time with family and friends. She hopes to continue traveling the world and exploring new countries.
Alis is a graduate from Berkeley College and holds a Bachelors Degree in Business Administration. She joined Pioneer Financial in the spring of 2019 as a Lead Advisor Support Associate.
Originally from Chicago, she lived in New York City for 10 years, but now currently resides in Miami with her husband and dog Leo.
Her true passions in life are teaching yoga, traveling to new countries (23 countries to date), and hiking. She also hopes to one day live and work at an elephant sanctuary.
Ilene joined Pioneer Financial in 2021 as a Service Advisor. Ilene possesses over a decade of experience in the Financial Services industry. Her trajectory has allowed her to appreciate the importance of the client/advisor relationship. As such Ilene strives to deliver client focused, goal-oriented service.
In 2002, Ilene earned a Bachelor of Business Administration from Bernard Baruch College. She began her career as a financial Advisor at Morgan Stanley where she focused on building a book of business composed of underserved markets. She initiated various campaigns centered on women and investing. Additionally, Ilene provided financial planning services to Spanish speaking clientele.
In 2014 Ilene decided to pause her professional pursuits to focus on her children. Having had the opportunity to dedicate her time and attention to her children has been the highlight of her life. During the quarantine of 2020, Ilene and her family decided that it was finally time to return to the industry that she feels so passionate about. Ilene is delighted to have joined Pioneer Financial. She looks forward to providing an exceptional client service experience.
Jason has been with Northwestern Mutual since 2018 as a Financial Representative. He worked as a consultant for Pioneer from 2020 - 2022 and in May of 2022 joined the Pioneer team full time working in Business Devlopment for the firm. He is responsible for marketing for the firm and developing new and on going relationships.
Before joining Northwestern Mutual, Jason was a peforming classical musician and educator and holds a Master of Music and Professional Studies Diploma in Performance from the Manhattan School of Music.
Jason recently moved to the Hudson Valley from Manhattan where he resides with his wife, Raina and their puppy, Georgia. In his spare time he enjoys painting, cooking and traveling.
Christian joined Pioneer in June 2022. He graduated from the Marshall School of Business at USC with a degree in Business Administration.
Christian lived abroad for a year in Rome and his hobbies include sports, trying new foods, and travelling. Born and raised in Southern California, Christian now lives in Manhattan, NY and spends his free time with friends exploring the city.
Ethan joined Pioneer in April 2023. He graduated from Skidmore College in 2021 majoring in Management & Business. Prior to joining Pioneer, Ethan worked in digital marketing with Morgan Stanley Wealth Management. Ethan was born in New York City where he still lives today. Outside of work, he enjoys visiting different restaurants in the city, spending time with friends, and watching most sports- especially tennis.
Starting her career with Northwestern Mutual in 2019, Fran is an Associate Financial Representative and holds her Life, Accident & Health Insurance license. As the Director of Operations and Client Services her responsibilities include overseeing & facilitating all client onboarding and account maintenance. Fran graduated with a Bachelor of Science degree from SUNY Empire.
Fran resides on the South Shore of Long Island, NY with her two sons Logan & Patrick. When she is not cheering her sons on during a sporting event; Fran can be found relaxing on one of Long Island's many beaches.
