Experience

Wetherby Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Senior Wealth Associate

  • Dec 2022 - Present

  San Francisco, California, United States

• Wealth Associate

  • Aug 2020 - Dec 2022

  San Francisco, California, United States

• Senior Financial Operations Associate

  • Jan 2020 - Aug 2020

  San Francisco, California, United States

• Financial Operations Associate

  • Jul 2018 - Dec 2019

  San Francisco, California, United States



The California Aggie

• United States
• Newspaper Publishing
• 1 - 100 Employee

• Editor in Chief

  • Jun 2015 - Jun 2017

  Davis, CA Held final responsibility and authority for all production, personnel, fiscal and policy matters at UC Davis' 102-year-old student newspaper. Brought in $1.2 million in revenue to the newspaper after authoring legislation to hold a student referendum in February 2016 to fund the newspaper. Increased annual budget from $4,000 to $350,000 and returned The Aggie to print publication after the paper had been online-only from 2014-2016. Hired Editorial Board and Managing Staff and… Show more Held final responsibility and authority for all production, personnel, fiscal and policy matters at UC Davis' 102-year-old student newspaper. Brought in $1.2 million in revenue to the newspaper after authoring legislation to hold a student referendum in February 2016 to fund the newspaper. Increased annual budget from $4,000 to $350,000 and returned The Aggie to print publication after the paper had been online-only from 2014-2016. Hired Editorial Board and Managing Staff and oversaw full staff of 120 students. Implemented staff pay (including non-managing staff) for the first time in 5 years and created over 60 paid student jobs. Initiated the creation of the California Aggie Newspaper Digitization Fund to finance the digitization of the paper's 102 years' worth of microfilm archives to make them accessible and searchable online. Personally sold over $20,000 in advertising space while restructuring and revamping the paper's advertising department. I hired a full-time business development/advertising manager to ensure long-term financial sustainability.

• Campus News Editor

  • Jan 2014 - Jun 2015

  Davis, CA Trained, supervised and maintained a staff of 8-12 writers, who were responsible for news coverage of the UC Davis campus and the University of California system.

• Sports Reporter

  • Nov 2013 - Jan 2014

  Davis, CA Covered women’s basketball, women’s swimming, men’s soccer and baseball teams, among others. Continued to serve as sports reporter after being hired as Campus Editor and was the only editor to also write weekly articles for another section.



The Campus Agency

• United States
• Advertising Services
• 1 - 100 Employee

• The New York Times Campus Representative

  • Aug 2016 - Dec 2016

  Davis, California Curated marketing and retention strategies to develop student subscriber base and strengthen Times’ brand.



Heffernan Insurance Brokers

• United States
• Insurance
• 400 - 500 Employee

• Sales Intern

  • Jun 2016 - Aug 2016

  Walnut Creek, California Designed specific marketing/sales strategies and maintained Salesforce to bring in prospective clients and assist salespeople with outreach.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Finance Intern

  • Jan 2016 - Apr 2016

  Sacramento, California Analyzed domestic and international current events and their effects on financial markets as part of Morgan Stanley Financial Training Program.



University of California, Davis

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Nov 2014 - Jun 2015

  Davis, CA Studied natural resource extraction in the Caribbean and its effect on Haiti's economy and analyzed relationships between Haiti’s national and local governments and transnational mining corporations