Experience

Wealthspire Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Senior VP, Head of Advisory Technology

  • Jan 2020 - Present

  Potomac, MD

• VP, Technology & Best Practices

  • Oct 2019 - Jan 2020

  Rockville, MD Wealthspire Advisors acquired Bronfman Rothschild.



Bronfman Rothschild

• Senior Manager, Applied Technology

  • Jan 2018 - Oct 2019

  Rockville, MD

• Wealth Advisor

  • Aug 2015 - Jan 2018

  New York, NY Bronfman Rothschild acquired Highline Wealth Management.



Highline Wealth Management

• Associate

  • Jun 2015 - Aug 2015

  New York, NY

• Senior Analyst

  • Dec 2013 - Jun 2015

  Rockville, MD

• Analyst

  • Jul 2012 - Dec 2013

  Rockville, MD



Wright Planning

• Financial Planning Assistant

  • Jan 2012 - Jun 2012

  Melbourne, Australia - Used Visiplan software to keep client portfolio valuation reporting accurate and up to date - Spearheaded office-wide “paperless” effort by organizing online and hard-copy filing system - Shared client service tasks related to investments, banking, superannuation, estate planning, and tax



Alpha Delta Pi Sorority

• United States
• Non-profit Organizations
• 500 - 600 Employee

• Vice President of Finance

  • Dec 2010 - Dec 2011

  Led a team of four officers and served on the executive board Monitored officer expenses, distributed reimbursements, planned and managed $135,000 budget Collected and recorded dues for 170-member organization, distributed to respective vendors



Glassman Wealth Services

• United States
• Financial Services
• 1 - 100 Employee

• Summer Associate Planner Intern

  • May 2011 - Aug 2011

  Gained proficiency in software such as Junxure, ClientView, Portfolio Center Participated in meetings and calls with clients, firm investment committee, outside professionals Involved in compliance: including mock SEC audit and spearheading several internal audits



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Extern

  • Jan 2011 - Jan 2011



Bonds and Securities Investing by Students

• Analyst, Agencies Sector

  • Oct 2009 - Dec 2010

  Participated in 32 member team managing a $4.1 million fixed-income portfolio Researched and acquired data to create presentations on potential investments and weekly market updates to the group; used tools such as Bloomberg and Excel Developed fundamental skills used in financial analysis and portfolio management



US Geological Survey

• Office Automation Clerk Intern

  • May 2009 - Aug 2010

  Accessed USGS databases to update and correct entries in preparation for full system conversion Used Excel to create trend lines and performance tables for external users Uploaded Excel data into Access to create various databases and user-friendly queries Personal Tutor, Virginia TechFall 2009 - Dec 2011 Calculus with Matrices, Managerial Accounting, Financial Concepts and Skills, Quantitative Methods Work several hours weekly one-on-one with students to help them grasp the… Show more Accessed USGS databases to update and correct entries in preparation for full system conversion Used Excel to create trend lines and performance tables for external users Uploaded Excel data into Access to create various databases and user-friendly queries Personal Tutor, Virginia TechFall 2009 - Dec 2011 Calculus with Matrices, Managerial Accounting, Financial Concepts and Skills, Quantitative Methods Work several hours weekly one-on-one with students to help them grasp the material Show less