Trading and Portfolio Analyst

• Feb 2023 - Present

Registered Options Principal

• May 2022 - Aug 2022

• Worked several cross-departments projects focused on process improvement and mitigation of future operational issues• Earned the privilege of being an original founder of the Options Support Team at Robinhood, and was elected one of twelve employees at Robinhood to first speak with customers over the phone• Nominated as one of six Registered Option Principals who conducted reviews of clients’ Investment Profiles and made recommendations on their appropriate Options level• Designated to cross-functional teams to assist with SEVs and provide personal resolutions for those affected by high visibility and high firm risk issues Show less

CXR Options Team

• Jun 2020 - Jun 2022

Licensed Customer Experience Representative

• Mar 2020 - Jun 2020

Registered Sales Associate

• Mar 2018 - Mar 2020

• Interacted directly with clients via phone call and face-to-face meets • Researched and analyzed equity, mutual fund, and life insurance/annuity products • Supported standalone advisor and a team with combined 300+ clients and over $200 million AUM • Arranged multiple client events to ensure client satisfaction • Assisted transition of advisors with $300+ million AUM from their previous firms • Interacted directly with clients via phone call and face-to-face meets • Researched and analyzed equity, mutual fund, and life insurance/annuity products • Supported standalone advisor and a team with combined 300+ clients and over $200 million AUM • Arranged multiple client events to ensure client satisfaction • Assisted transition of advisors with $300+ million AUM from their previous firms

Undergraduate Student

• 2013 - Dec 2017

Member of UTIG (University of Tennessee Investment Group) Member of UTIG (University of Tennessee Investment Group)