Wealth Management Assistant

• Jun 2023 - Present

Managerial Accounting Teaching Assistant

• Jan 2023 - May 2023

▪ Assisted with input and planning of lessons for upper-level accounting students.▪ Conducted review sessions and provided additional assistance to students in class.▪ Collaborated with professor to support students and foster an inclusive classroom.

Institutional Research Assistant

• Mar 2021 - Apr 2023

▪ Analyzed confidential data sets in Google Sheets, produced reliable results and implemented automation.▪ Created visually appealing charts and graphs that were presented to the student life department.▪ Collaborated with the IT department to get the HTML of the charts and graphs uploaded to the school site.▪ Exhibited weekly goal-setting and presentation skills with exceptional time-management.

Trust Intern

• May 2022 - Aug 2022

▪ Generated stock analysis reports and research projects to support client investment decisions. ▪ Attended client meetings to review investment portfolios and provide recommendations for adjustments. ▪ Attended margin calls to discuss margin requirements and potential actions to maintain margin levels. ▪ Generated stock analysis reports and research projects to support client investment decisions. ▪ Attended client meetings to review investment portfolios and provide recommendations for adjustments. ▪ Attended margin calls to discuss margin requirements and potential actions to maintain margin levels.