Experience

myCIO Wealth Partners

• United States
• Investment Management
• 1 - 100 Employee

• Analyst

  • Mar 2023 - Present

  Philadelphia, Pennsylvania, United States



Legacy Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Associate Client Advisor

  • Jun 2021 - Feb 2023

  Greater Philadelphia Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Legacy Advisors, LLC. Legacy Advisors, LLC is independently owned and operated. •Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons… Show more Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Legacy Advisors, LLC. Legacy Advisors, LLC is independently owned and operated. •Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. •This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. •The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

• Client Advisory Intern

  • Jan 2020 - May 2021



Temple University Financial Planning Association

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Education

  • Apr 2020 - May 2021

  Greater Philadelphia Created & taught a crash course for Fox School of Business students interested in a career in Financial Planning / Wealth Management

• President

  • Apr 2019 - Apr 2020

  Greater Philadelphia Area The Financial Planning Association’s (FPA) mission is to help students cultivate an understanding of the latitude of topics in the personal financial planning/advising industry. Members learn about the value of a Certified Financial Planner™, goals-based wealth management, current regulation changes, behavioral finance, and relationship building from senior financial advisers in the Philadelphia area. Our speakers represent numerous firms looking to hire passionate students for internships and… Show more The Financial Planning Association’s (FPA) mission is to help students cultivate an understanding of the latitude of topics in the personal financial planning/advising industry. Members learn about the value of a Certified Financial Planner™, goals-based wealth management, current regulation changes, behavioral finance, and relationship building from senior financial advisers in the Philadelphia area. Our speakers represent numerous firms looking to hire passionate students for internships and jobs.



Financial Planning Association (FPA)

• United States
• Financial Services
• 100 - 200 Employee

• Externship

  • May 2020 - Aug 2020



Fortis Family Office

• Financial Services
• 1 - 100 Employee

• Investment Advisory Intern

  • May 2019 - Dec 2019

  King Of Prussia, Pennsylvania As a true Family Office, Fortis adds significant measurable value in the areas of Investment Management, Accounting, Tax, Estate Planning, Wealth Management and Philanthropy with a mission to enhance client’s return on life



Temple University Fox Fund

• United States
• Investment Management
• 1 - 100 Employee

• Lead Analyst: Consumer Sector

  • Feb 2019 - May 2019

  Greater Philadelphia Area



Temple University Fox Fund

• United States
• Investment Management
• 1 - 100 Employee

• Analyst: Technology Sector

  • Sep 2018 - Dec 2018

  Greater Philadelphia Area The Fox Fund is a virtual equity portfolio formed to introduce and educate interested students on the various investment principles and methodologies implemented to identify attractive investments. Selected students are taught how to find “undervalued” stocks, work with industry software such as S&P Capital IQ, FactSet and Bloomberg Professional, and are educated on all relevant knowledge used to compose an investment thesis and the subsequent initiating coverage reports.



Lincoln Financial Network

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning Intern

  • Aug 2018 - Dec 2018

  Cherry Hill, New Jersey Lighthouse Planning Consultants