Experience

Protected Investors of America
• United States
• Financial Services
• 1 - 100 Employee
• Financial Advisor

  • Jul 2019 - Present


Communitas Financial Planning

• United States
• Financial Services

• Financial Paraplanner Qualified Professional

  • Jul 2018 - Jul 2019

  - Supporting the principal advisor with preparing for client meetings. - Interacting with and supporting current clients, while being the lead contact for onboarding prospects. - Developing comprehensive financial plans with cash flow analysis, risk tolerance and asset allocation, retirement planning, tax planning, risk management, and finding the probability of success for each of the client's goals. - Utilizing different Socially Responsible Investments screening techniques such as best in class, exclusionary and ESG incorporation. - Operating financial software such as Money Guide Pro, Orion, Emoney, PreciseFP, Wealthbox. Show less



Dobson Asset Management

• United States
• Investment Management

• Financial Paraplanner

  • Apr 2017 - Jul 2018

  - Supported the principal advisor with preparing performance reports and financial statements for client meetings. - Reviewed client's asset allocation, performed account rebalancing and researched potential securities. - Conducted fundamental and technical analyses on potential equity and fixed income securities. - Utilized financial software such as Money Guide Pro, Money Tree, and Morningstar. - Supported the principal advisor with preparing performance reports and financial statements for client meetings. - Reviewed client's asset allocation, performed account rebalancing and researched potential securities. - Conducted fundamental and technical analyses on potential equity and fixed income securities. - Utilized financial software such as Money Guide Pro, Money Tree, and Morningstar.


San Francisco Baykeeper
• United States
• Environmental Services
• 1 - 100 Employee
• Policy Intern

  • Jan 2017 - Jul 2017

Boys & Girls Clubs of America
• United States
• Non-profit Organizations
• 700 & Above Employee
• Program Coordinator

  • Apr 2014 - May 2015