Experience

Whittier Trust Company

• United States
• Investment Management
• 100 - 200 Employee

• Officer, Client Advisor

  • Dec 2022 - Present

  Newport Beach, California, United States My main duty is to support Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. To accomplish this, I work directly with high-net-worth individuals and their families to coordinate all aspects of their financial life. This includes everything from coordinating investment-related transactions to detailed analysis of a balance sheet. In this role it is critical to meet the needs of clients, trust… Show more My main duty is to support Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. To accomplish this, I work directly with high-net-worth individuals and their families to coordinate all aspects of their financial life. This includes everything from coordinating investment-related transactions to detailed analysis of a balance sheet. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co‐fiduciaries and internal department personnel.

• Client Advisory Associate

  • Jul 2021 - Dec 2022

  Newport Beach, California, United States

• Client Advisory Intern

  • Jun 2021 - Jul 2021

  Newport Beach, California, United States



Whittier Trust Company

• United States
• Investment Management
• 100 - 200 Employee

• Client Advisory & Investments Intern

  • Jun 2020 - Aug 2020

  South Pasadena, California, United States During the program, I had the opportunity to learn about and work directly with all five pillars within the Whitter Trust Company. I was assigned multiple projects and real-time wealth management projects that utilized my research, analysis, business writing, and presentation skills.



Munger, Tolles & Olson LLP

• United States
• Law Practice
• 300 - 400 Employee

• Summer Intern

  • Jun 2019 - Sep 2019

  Greater Los Angeles Area My main duty was to support the attorney's with everyday needs. This includes developing organizational plans, coordinating meetings, reconciling inventory, and ad-hoc analysis projects.



San Marino Recreation Department

• Lifeguard and Swim Instructor

  • Jun 2017 - Jul 2018

  San Marino