Experience

IBEX Wealth Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Aug 2022 - Present

  Bedminster, New Jersey, United States

• Wealth Management Intern at IBEX Wealth Advisors

  • Feb 2022 - Aug 2022

  Lebanon, New Jersey, United States



Roadrunner Financial Group

• United States
• Investment Management
• 1 - 100 Employee

• Road Runner Financial Group: President, Executive Board

  • May 2022 - Jan 2023

  Mahwah, New Jersey, United States

• Road Runner Financial Group: Investment Committee Member

  • Apr 2021 - Jan 2023

• Road Runner Financial Group: Vice President, Executive Board

  • Oct 2021 - Apr 2022

  Mahwah, New Jersey, United States

• Road Runner Financial Group: Head of Communications, Executive Board

  • Jun 2021 - Oct 2021

  Mahwah, New Jersey, United States



CrossCountry Mortgage, LLC

• United States
• Financial Services
• 700 & Above Employee

• Marketing Intern

  • Feb 2021 - Aug 2021

  • Helped analyze data through Google Studio and Excel to create presentations identifying trends and gathering relevant information to identify successful, effective, and specific marketing strategies. • Ran monthly and weekly reports for the email marketing team to track the progress of emails. • Helped revamp analytical report dashboard for branch managers, loan officers, and executives to track the progress of loan officers to help identify strengths and weaknesses to… Show more • Helped analyze data through Google Studio and Excel to create presentations identifying trends and gathering relevant information to identify successful, effective, and specific marketing strategies. • Ran monthly and weekly reports for the email marketing team to track the progress of emails. • Helped revamp analytical report dashboard for branch managers, loan officers, and executives to track the progress of loan officers to help identify strengths and weaknesses to improve upon. • Data-load clean up through Excel for successful implementation into Salesforce. Show less



Roadrunner Financial Group

• United States
• Investment Management
• 1 - 100 Employee

• Road Runner Financial Group Member

  • Sep 2019 - Apr 2021

  Mahwah, New Jersey, United States



42G

• United States
• Media Production
• 1 - 100 Employee

• Social Media Manager Intern

  • Dec 2020 - Mar 2021

  Morristown, New Jersey, United States • Helped provide analytical reports for various clients and created a well-informed analytical template for employees to use as a foundation to create reports. Analyzed social media analytical data to determine future growth potential for clients and helped manage one social media account.