Experience

Weber Asset Management, Inc.
• Vice President, Financial Planning

  • Feb 2018 - Present


Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Director of Business Strategy

  • Oct 2012 - Jan 2018

  Primarily working with clients to help them establish and achieve their long-term financial goals Primarily working with clients to help them establish and achieve their long-term financial goals



SHE GLOBL MEDIA, INC

• Director, Strategic Partnerships and Operations

  • Feb 2012 - Aug 2012

  In March 2012, women’s lifestyle media entrepreneur Claudia Chan launched a unique online resource for women that shares exclusive interviews with 100+ women leaders, visionaries & change makers. SHE GLOBL is a for-profit media business aiming to drive mainstream visibility not only for today’s female role models, but also for nonprofits, campaigns and events that are affecting positive impact for women and the community. In March 2012, women’s lifestyle media entrepreneur Claudia Chan launched a unique online resource for women that shares exclusive interviews with 100+ women leaders, visionaries & change makers. SHE GLOBL is a for-profit media business aiming to drive mainstream visibility not only for today’s female role models, but also for nonprofits, campaigns and events that are affecting positive impact for women and the community.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jul 2006 - Feb 2012

  Business Intelligence Group - Conduct legal, regulatory and financial due diligence on financing and principalling transactions to assess reputational risk Business Intelligence Group - Conduct legal, regulatory and financial due diligence on financing and principalling transactions to assess reputational risk


Bloomberg LP
• United States
• Financial Services
• 700 & Above Employee
• Sales

  • Jun 2005 - Jul 2006