Experience

Capital Group Private Client Services

• United States
• Investment Management
• 100 - 200 Employee

• Client Account Associate

  • Jul 2020 - Present



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• Product Management Intern

  • Jun 2019 - Aug 2019

  In my role as Product Management Intern in Institutional Retirement at Capital Group, I worked closely with my manager and various teams to compile a representative client list of the largest clients invested in the top-selling Target Date Retirement Series strategy for use by potential investors. The final project became integrated into the ongoing work of the team to streamline the reference process to more easily provide clients with this information in the future. I also performed research on internal fund comparison tools for fixed income and equity strategies and made recommendations for potential improvements. Show less



The Jim Henson Company

• United States
• Entertainment
• 1 - 100 Employee

• Finance Intern

  • Jun 2017 - Jul 2018

  Throughout my two summers with TJHC, I performed accounting procedures such as accounts payable, receivable, and bank reconciliations to agree the general ledger to the respective schedules using Microsoft Dynamics; Great Plains and Gorilla Expense accounting software. I also directly assisted in the organization of production finances of various projects by recognizing transactions and helping to manage active billing accounts. This required direct collaboration with the team of accountants and controllers to understand and refine existing procedures. Show less