Experience

Earnest Analytics

• United States
• Information Services
• 1 - 100 Employee

• Account Management Associate Director

  • Jun 2021 - Present

  Earnest Analytics is a data innovation company driven to change the way professionals understand consumer and business behavior. Working with world-class data partners, we transform raw data into a source for business and investment professionals to ask better questions so they can make better decisions. We believe, in the right hands, data has the power to change the way we work. Earnest Analytics is a data innovation company driven to change the way professionals understand consumer and business behavior. Working with world-class data partners, we transform raw data into a source for business and investment professionals to ask better questions so they can make better decisions. We believe, in the right hands, data has the power to change the way we work.



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Account Manager

  • Nov 2019 - Jun 2021

• AIM Trade Desk Representative

  • May 2019 - Nov 2019

  Order Management and Post-Trade Specialist

• Financial Product Analyst

  • Sep 2017 - Apr 2019

  Fixed Income Products Advanced Specialist, Interest Rate and Credit Derivatives Products Specialist



Vassar College

• United States
• Higher Education
• 700 & Above Employee

• Athletics Office Assistant

  • Sep 2016 - May 2017



Barnum Financial Group

• United States
• Financial Services
• 400 - 500 Employee

• Advisor Scholar Intern

  • Jun 2016 - Jul 2016

  • Instructed on various topics of holistic financial planning and advising through training sessions • Participated in a rotational program to allow exposure to all departments within Barnum (Marketing, Operations, Talent Acquisition, Wealth Strategies Division, Wholesalers, Internal Sales, and Office of Managing Partners, Barnum Benefits) • Worked closely with a financial advisor who acted as a mentor • Carried out projects to assist my mentor, other advisors, and employees in other departments in areas such as marketing, prospecting, and fact finding • Collaborated with another intern to construct a diversified portfolio based on a client’s age and risk tolerance. Adjusted asset allocation based on market outlook. Utilized Morningstar for fund and manager due diligence. Presented the portfolio to a board of employees at the end of the internship. • Winner of the case study competition. Worked with my mentor and the Wealth Strategies Division to develop a financial plan for a mock family based on their current financial situation, goals and needs. Presented this financial plan to a mock couple to simulate a client meeting. • Competed in a Shark Tank competition to generate ideas to improve the company as a whole. Developed two awards to help boost company production. Show less



Barnum Financial Group, An Office of MetLife

• Advisor Apprentice Intern

  • Jul 2015 - Aug 2015