Experience

Bordeaux Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Jan 2023 - Present



Brownson, Rehmus & Foxworth

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Dec 2020 - Jan 2023



Goldman Sachs Ayco Personal Financial Management

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • May 2017 - Nov 2020



Goldman Sachs Ayco Personal Financial Management

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • May 2016 - Aug 2016

   Worked with a team to help provide comprehensive financial planning services on a variety of topics including tax preparation and planning, estate planning, cash management, risk management, and investment services.  Worked with a team to help provide comprehensive financial planning services on a variety of topics including tax preparation and planning, estate planning, cash management, risk management, and investment services.



University of Illinois Extension

• University of Illinois Urbana Champaign

• Financial Wellness Peer Educator

  • Jan 2016 - May 2016

  - Reached out to over 2,000 students through presentations, displays, and events on campus - Gave two presentations to over 150 students about job benefits and budgeting - Held weekly advising hours and provided financial resources to students - Promoted programs such as America Saves, financial webinars, UI annual health fair, and credit clinics - Reached out to over 2,000 students through presentations, displays, and events on campus - Gave two presentations to over 150 students about job benefits and budgeting - Held weekly advising hours and provided financial resources to students - Promoted programs such as America Saves, financial webinars, UI annual health fair, and credit clinics