Experience

Optima Partners Compliance Advisory

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Apr 2023 - Present

• Senior Analyst

  • Jul 2022 - Mar 2023



Office of the New York City Comptroller

• United States
• Government Administration
• 1 - 100 Employee

• Bureau of Asset Management Fellow

  • Jun 2021 - Dec 2021

  Conduct diligence on prospective investment firms’ compliance department, going through compliance manuals and code of ethics Record and present diligence findings to compliance team Facilitate team meetings by creating agendas and distributing notes Contribute on any ongoing ad-hoc projects on Excel including data cleanup of spreadsheets using VLOOKUP Conduct diligence on prospective investment firms’ compliance department, going through compliance manuals and code of ethics Record and present diligence findings to compliance team Facilitate team meetings by creating agendas and distributing notes Contribute on any ongoing ad-hoc projects on Excel including data cleanup of spreadsheets using VLOOKUP



College Access: Research and Action (CARA)

• United States
• Education
• 1 - 100 Employee

• Researcher

  • Jan 2018 - Aug 2019

  Researched undocumented students’ accessibility to postsecondary education including financial aid, organizations, legal aid, and mental supportCollected testimonials from research participantsCollaborated with team on design of toolkit

• College Bridge Coach

  • Aug 2016 - Aug 2019

  Helped low-income household students with paperwork and tasks involved in applying for college including search and financial aid processTracked student progress using Enroll NYCFacilitated workshops for seniors (ex. After Hitting Submit)Accompanied students to college campuses