Experience

Goldstein Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisory Intern

  • Jun 2023 - Present

  Responsibilities: - Assisting advisors with client meetings and presentations - Helping to prepare financial plans and investment recommendations - Researching financial products and market trends - Creating and maintaining client data and portfolio information - Assisting with client service and administrative tasks - Participating in team meetings and trainings Responsibilities: - Assisting advisors with client meetings and presentations - Helping to prepare financial plans and investment recommendations - Researching financial products and market trends - Creating and maintaining client data and portfolio information - Assisting with client service and administrative tasks - Participating in team meetings and trainings



University of Wisconsin-Madison

• Higher Education
• 700 & Above Employee

• NCAA Basketball Player

  • Sep 2021 - Present

  I am a sophomore combo guard playing for the Wisconsin Men's Basketball team. We train year round doing skill work, weight room, and team practices. Our in season consists of around 30 games a year. I am a sophomore combo guard playing for the Wisconsin Men's Basketball team. We train year round doing skill work, weight room, and team practices. Our in season consists of around 30 games a year.



Mineral Point High School

• United States

• Yearbook Editor

  • Sep 2016 - May 2020

  In this role, I spent time editing the sports section for our high school's yearbook. I organized layout and contacted local business for advertising purposes. In this role, I spent time editing the sports section for our high school's yearbook. I organized layout and contacted local business for advertising purposes.