- Business expert.
- Author.
- Intercap Merchants Partners.
- Former investment banker.
- Was one of the youngest officers of a Wall Street firm in history (by age 25) & has done more than $2 billion worth of transactions.
- Has an action figure fashioned in her likeness.
- Has Bachelor's degree in economics from The Wharton School of Business at The University of Pennsylvania, Magna Cum Laude.
- Is a New York Times, Wall Street Journal & USA Today bestselling author.
- Is a private investor.
- Was named a Top 100 Small Business Influencer by Small Biz Trends for 2011 & 2012.
- Has no children.
- Major NFL football fan (home team is Chicago Bears).
- Resides in Chicago, Illinois.
- Has written for The New York Times blog, The Huffington Post and many other outlets.
- Future File legacy planning system founder.
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