Experience

USI Consulting Group

• United States
• Financial Services
• 300 - 400 Employee

• Investment Consultant

  • May 2023 - Present

  Philadelphia, Pennsylvania, United States



myCIO Wealth Partners

• United States
• Investment Management
• 1 - 100 Employee

• Financial Analyst

  • Jan 2021 - Apr 2023

  Philadelphia, Pennsylvania, United States



Alfred Lerner College of Business & Economics at University of Delaware

• United States
• Higher Education
• 1 - 100 Employee

• Lead Mentor

  • Aug 2020 - Jan 2021

  Newark, Delaware, United States As a Lead Mentor, I guided my group of 17 students on how to make investments for their freshmen investment project. I provide information and keep an open line of communication to help them grow in both knowledge and confidence. Additionally, I was able to greatly impact the entire program by creating and facilitating the online format for all 330 incoming Finance students, allowing them to meet and learn in a virtual setting.



Aramark Refreshments

• Food and Beverage Services
• 700 & Above Employee

• Bartender

  • Sep 2019 - Jan 2021

  Newark, Delaware Bartender at Aramark Refreshment Services for full service private events, concerts, and bars. Handling cash and credit receipts while servicing customers. Responsible for handling receipts, tracking sales, restocking inventory, and recording tips.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Fiduciary Management Intern

  • Jun 2020 - Aug 2020

  Philadelphia, Pennsylvania, United States Assisting Fiduciary Administrators and Specialists on estates, trusts, custodians, guardianships and agencies as it relates to state and gift tax administration, intergenerational wealth transfer and fiduciary services high-net worth clients. Ensuring the investment strategy, goals, objectives, risk tolerance, tax implications and customized benchmarks are met and exceeded.