Experience

Great Valley Advisor Group

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Associate

  • Jun 2023 - Present

  Great Valley Advisor Group is a full service Registered Investment Advisor (RIA) that services independent financial advisors through their multiple affiliation options. Great Valley Advisor Group is a full service Registered Investment Advisor (RIA) that services independent financial advisors through their multiple affiliation options.



Hunter Durant Real Estate

• United States
• Real Estate
• 1 - 100 Employee

• Corporate Account Manager

  • Apr 2021 - Jun 2023

  Commercial Real Estate Development & Brokerage regionally and nationally. Asset types include but are not limited to: industrial, office, multi-family, retail, automotive, specialty uses, and low income housing.

• Commercial Real Estate Intern

  • Sep 2020 - Apr 2021

  Commercial Real Estate Development & Brokerage regionally and nationally. Asset types include but are not limited to: industrial, office, multi-family, retail, specialty uses, and low income housing.



Perspective Financial Group Ltd

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Wealth Management Intern

  • Mar 2020 - Aug 2020



2/13 Strategic Partners

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Dec 2019 - Jan 2020

  + Worked under Lorraine Dunn, Director of Operations, analyzing and updating client profiles, as well as conducting client-based stock research. + Gained valuable insight into the stock brokerage and financial industry by working with the #12 on the Barron’s 2019 top advisors list, Greg Sarian. + Worked under Lorraine Dunn, Director of Operations, analyzing and updating client profiles, as well as conducting client-based stock research. + Gained valuable insight into the stock brokerage and financial industry by working with the #12 on the Barron’s 2019 top advisors list, Greg Sarian.



AmerisourceBergen

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Data and Platform Security Intern

  • May 2019 - Sep 2019

  + Worked under Arvin Bansal, Senior Director of Data Risk and Governance, maintaining and managing data and platform security software tools for the Information Security Team, such as Microsoft MCAS and Netskope CASB. + Created and organized a cybersecurity project to more efficiently centralize the control of data moving between various product divisions as well as in the cloud applications, such as Office 365, Box, Salesforce, and Service Now. + In closing of internship, I presented my cybersecurity project report during a town hall meeting to Stephen Collis, CEO and Chairman of the Board, who reviewed and approved it. The result of my presentation lead to a video which is given to all new employees today. Show less



PMA Companies

• United States
• Insurance
• 700 & Above Employee

• Externship

  • Jan 2019 - Jan 2019