Experience

Wealth Architects, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Associate Portfolio Analyst

  • Aug 2020 - Present



American Blue Chip Investment Managment

• Larkspur, California

• Financial Analyst Internship

  • May 2018 - Jul 2018

  Performed security analysis and due diligence on companies selected by the portfolio manager using SEC filings, Value Line reports, and CFRA reports. Performed security analysis and due diligence on companies selected by the portfolio manager using SEC filings, Value Line reports, and CFRA reports.



Crate and Barrel

• United States
• Retail
• 700 & Above Employee

• Merchandise Associate

  • Jun 2014 - Aug 2017

  Organized and maintained inventory within the store’s warehouse and sales floor to improve efficiency in finding products that made the experience of shopping in our store more enjoyable. Organized and maintained inventory within the store’s warehouse and sales floor to improve efficiency in finding products that made the experience of shopping in our store more enjoyable.