Economist

• Sep 2021 - Present

Press/Communications

• Sep 2016 - Aug 2021

Associate

• Nov 2015 - Mar 2016

I am an Associate Advisor responsible for the development of client financial plans, investment portfolios and annual portfolio reviews under the supervision of our firm's senior advisor, Thomas O'Keefe. As part of our wealth management process, I conduct investment research and due diligence on behalf of clients to align products with suitability, which often involves reviewing client portfolios to identify areas for improvement to ensure that our clients are on track to meet their goals. Additionally, I am responsible for overseeing all operational activities related to the execution of client financial plans in conjunction with the client and advisory services teams. This includes placing trades, coordinating with the service team to process all client requests and maintaining constant contact with all clients to ensure that they are receiving the highest level of service possible. This communication is strictly intended for individuals residing in the Commonwealth of Massachusetts. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org. O'Keefe Investment Management, 9 Monroe Street, Northborough, MA 01532. 508.852.1888. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Service Center Associate

• May 2015 - Oct 2015

Associate Wealth Advisor

• May 2013 - Mar 2015

I am an Associate Wealth Advisor responsible for the development of client financial plans, investment portfolios and annual portfolio reviews under the supervision of our lead and senior advisors. As part of our wealth management process, I conduct investment research and due diligence on behalf of clients to align products with suitability, which often involves reviewing client portfolios to identify areas for improvement to ensure that our clients are on track to meet their goals. Additionally, I am responsible for overseeing all operational activities related to the execution of client financial plans in conjunction with the client and advisory services teams. This includes placing trades, coordinating with the service team to process all client requests and maintaining constant contact with all clients to ensure that they are receiving the highest level of service possible. This communication is strictly intended for individuals residing in the state of CT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities offered through Commonwealth Financial Network, Member FINRA.org/SIPC.org. Investmark, 6580 Main Street, Stratford, CT 06614, (203) 953-3777. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.

Intern - Finance/Market Research

• Jan 2012 - May 2012

Conducted market research in the construction industry for Marcum, analyzed and presented results of survey to Marcum marketing department and to the faculty and administration of the Quinnipiac business school. Conducted market research in the construction industry for Marcum, analyzed and presented results of survey to Marcum marketing department and to the faculty and administration of the Quinnipiac business school.

Intern - Marketing Department

• Aug 2011 - Dec 2011

Determined prices for airtime promotional spots, created presentations for potential customers, created and produced promotional spots, worked on customer development, worked on advertising campaigns. Determined prices for airtime promotional spots, created presentations for potential customers, created and produced promotional spots, worked on customer development, worked on advertising campaigns.

Resident Assistant - Department of Residential Life

• May 2009 - May 2010

Mentor and adviser to the 36 residents within my respective building. Mediated conflicts, resolved concerns, acted as a source of reference, and reinforced university policies. Programmed multiple events for residents during the academic year. Mentor and adviser to the 36 residents within my respective building. Mediated conflicts, resolved concerns, acted as a source of reference, and reinforced university policies. Programmed multiple events for residents during the academic year.