Experience

Wildflower Schools

• United States
• Education Administration Programs
• 1 - 100 Employee

• Sunlight Loan Originator

  • Sep 2022 - Present



Blazing Stars Montessori School

• Founding Teacher-Leader

  • May 2022 - Present

  Dade City, Florida, United States Working to start a Teacher-Led, intentionally diverse Micro Montessori School in Dade City, FL. We accept state vouchers and offer an equitable tuition model in an effort to make high quality early childhood education accessible to all families.



Countryside Montessori Charter

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Lower Elementary Teacher

  • Aug 2019 - May 2022

  Land O Lakes, FL Serving students in a Montessori environment. Teaching grades 1 - 3 focusing English Language Arts, reading, writing, phonics, and word study.



Teach For America

• United States
• Education Administration Programs
• 700 & Above Employee

• 2017 Corps Member

  • 2017 - 2019

  Jacksonville, Florida Area Taught 4th grade Science and English Language Arts and 2nd grade (all subjects) at Lake Forest Elementary in Duval County.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jul 2014 - Apr 2017

  Business development associate with experience executing creative marketing strategies with a multidimensional focus on client experience, sponsorships, and strategic partnerships. Collaborate with regional business development teams to attract and retain high net worth clients in the diverse and multicultural markets for over 15,000 Financial Advisors. Volunteered in the African American Men of Westchester's Annual Business Skills Competition hosted by Morgan Stanley in Purchase, NY… Show more Business development associate with experience executing creative marketing strategies with a multidimensional focus on client experience, sponsorships, and strategic partnerships. Collaborate with regional business development teams to attract and retain high net worth clients in the diverse and multicultural markets for over 15,000 Financial Advisors. Volunteered in the African American Men of Westchester's Annual Business Skills Competition hosted by Morgan Stanley in Purchase, NY. The event, in November 2015, brought 17 high schools from New York's Westchester County together to compete against each other in a competition to judge teamwork, business knowledge, and presentation skills. On January 18th, I joined a group of Morgan Stanley colleagues to talk about financial literacy to Middle and High School students in Brooklyn. The event, which was part of Public Allies NY's annual MLK Youth Leadership Conference, took place at Mott Hall Bridges Academy in Brooklyn, New York on Martin Luther King, Jr. Prior to this, I gave a seminar to a 6th grade class at The School at Columbia on the Economic Cycle.

• Rotational Analyst

  • Jun 2012 - Jul 2014

  Global Wealth Management, Rotational Analyst • A two-year program divided into 3 - 8 month rotations in different areas of Morgan Stanley’s Wealth Management Division. (1) Office of Business Development • Organized national and regional client events with senior level management and external partners that showcase the Firm’s strength and connectivity to enhance the client – advisor relationship and drive growth in net new and acquired assets. • Built a robust Excel spreadsheet… Show more Global Wealth Management, Rotational Analyst • A two-year program divided into 3 - 8 month rotations in different areas of Morgan Stanley’s Wealth Management Division. (1) Office of Business Development • Organized national and regional client events with senior level management and external partners that showcase the Firm’s strength and connectivity to enhance the client – advisor relationship and drive growth in net new and acquired assets. • Built a robust Excel spreadsheet that analyzed client account data from over 100+ briefings to determine the efficacy of client development briefings in acquiring new assets and clients. • Managed relationships to drive revenue and asset growth for more than 100 financial advisors, clients, and prospects per event averaging 9 events a month across the Northeast, Midwest/Southern, and Western Divisions focusing on the diverse and multicultural markets. (2) Private Banking Group • Analyze legal documents with regards to the sale of the business. • Manage the virtual data room to share critical information regarding the execution of our business plan with partners within the Private Bank and externally. • Prepare comprehensive and concise Board and Committee Presentations to summarize the full scope of the Trust business. • Execute on key initiatives, such as Fee Bifurcation and Office Relocation planning as we transition our business model.



University of Miami School of Business

• Help Desk Technician

  • Aug 2008 - Dec 2011

  Update the operating system of computers and install new software for professors ● Troubleshoot professors’ computer problems ● Assist professors and students with questions related to information technology



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Jun 2011 - Aug 2011

  During the summer, I worked in a variety of areas within Corporate Retirement Services. My primary duties included maintaining communication with retirement plan providers, creating marketing material, manipulating Excel spreadsheets, and conducting a research project. One of my long-term projects for the summer was to deliver a questionnaire to gather formal documentation for the bi-annual audit review. I oversaw the project from the beginning to the collection of the questionnaires. This… Show more During the summer, I worked in a variety of areas within Corporate Retirement Services. My primary duties included maintaining communication with retirement plan providers, creating marketing material, manipulating Excel spreadsheets, and conducting a research project. One of my long-term projects for the summer was to deliver a questionnaire to gather formal documentation for the bi-annual audit review. I oversaw the project from the beginning to the collection of the questionnaires. This project involved reaching out to plan providers and scheduling a time to discuss the requirements of the questionnaire. After the discussion, I sent the questionnaire as well as occasional reminders about the questionnaire's due date throughout the summer. I also recorded the communication regarding the questionnaire and answered provider's questions. Another one of my long-term projects was the creation and delivery of a Commission Questionnaire. The questionnaire was created utilizing Excel macros, form features, and functions. I also over saw the delivery and receipt of the questionnaire, answering any questions along the way. After all the data was gathered, pivot tables were used to help analyze the data. In terms of Marketing material, I created an enrollment presentation for plan participants that outlined the importance of beginning an employer-sponsored retirement plan. I also created the drafts for the July and August Retirement Matters Newsletter that is sent to Financial Advisors and home office. The research project investigated the difference within the Baby Boomer subgroup, particularly as it relates to these subgroups in retirement. The research involved determining what, if any, differences exist within Baby Boomers, how those differences were created, and how these differences affect their outlook on retirement. Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Jun 2010 - Aug 2010

  Analyzed and prepare mutual fund trades for trust accounts of ultra-high net worth clients ● Prepared and gather information to collect money from Class Action Lawsuits ● Utilized Excel to compile client portfolio and investment information ● Assisted in drafting presentations on client portfolios and trust accounts