Financial Analyst

• 2014 - 2016

Cardiff Park Advisors manages hundreds of client portfolios, with assets under management exceeding 1.1 billion at the time of my leaving. As a testament to our hard work, Financial Times named our firm one of the top RIA firms of 2015. During my time at Cardiff Park Advisors, I worked in several different capacities: • Tailored portfolios per clients’ needs and preferences, rebalanced portfolios, assisted in tax-loss harvesting and constructing bond ladders • Assessed markets… Show more Cardiff Park Advisors manages hundreds of client portfolios, with assets under management exceeding 1.1 billion at the time of my leaving. As a testament to our hard work, Financial Times named our firm one of the top RIA firms of 2015. During my time at Cardiff Park Advisors, I worked in several different capacities: • Tailored portfolios per clients’ needs and preferences, rebalanced portfolios, assisted in tax-loss harvesting and constructing bond ladders • Assessed markets, analyzed financial documents, provided in-depth research on funds/products • Assisted both in terms of back-end office support (working with account custodians) and trading at TD Ameritrade, BNY Mellon, Schwab, and Fidelity Show less Cardiff Park Advisors manages hundreds of client portfolios, with assets under management exceeding 1.1 billion at the time of my leaving. As a testament to our hard work, Financial Times named our firm one of the top RIA firms of 2015. During my time at Cardiff Park Advisors, I worked in several different capacities: • Tailored portfolios per clients’ needs and preferences, rebalanced portfolios, assisted in tax-loss harvesting and constructing bond ladders • Assessed markets… Show more Cardiff Park Advisors manages hundreds of client portfolios, with assets under management exceeding 1.1 billion at the time of my leaving. As a testament to our hard work, Financial Times named our firm one of the top RIA firms of 2015. During my time at Cardiff Park Advisors, I worked in several different capacities: • Tailored portfolios per clients’ needs and preferences, rebalanced portfolios, assisted in tax-loss harvesting and constructing bond ladders • Assessed markets, analyzed financial documents, provided in-depth research on funds/products • Assisted both in terms of back-end office support (working with account custodians) and trading at TD Ameritrade, BNY Mellon, Schwab, and Fidelity Show less