Experience

myCIO Wealth Partners

• United States
• Investment Management
• 1 - 100 Employee

• Manager

  • Apr 2023 - Present

  Philadelphia, Pennsylvania, United States

• Senior Financial Analyst

  • Feb 2022 - Apr 2023

  Philadelphia, Pennsylvania, United States

• Financial Analyst

  • Nov 2019 - Feb 2022

  Philadelphia, PA



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Investment Data Operations Analyst

  • Aug 2018 - Oct 2019

  Newark, DE Examined and analyzed daily price valuation movements of various financial products within client portfolios as well as verified price changes of equities, bonds, and derivatives against market expectations. Consistently liaised with pricing vendors and financial brokers to resolve impending issues and mitigate risks effectively.



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern

  • Apr 2017 - Dec 2017

  Wilmington, Delaware Reviewed and assessed clients’ 401(k) plans by examining all available investment options within given plans and determining most suitable portfolio investments based on numerous factors involving age, risk tolerance, and target allocations. Performed various equity, fixed income, and alternative product research involving stocks, mutual funds, ETFs, and REITs.



Ragnar Events LLC

• United States
• Spectator Sports
• 1 - 100 Employee

• Data Analyst Intern

  • Jan 2017 - Feb 2017

  Salt Lake City, Utah Worked on P&L statements and constructed budget forecasts based on revenue streams over past years while utilizing QuickBooks to create valuations of monthly budgeting projections. Developed worksheets analyzing various races held annually worldwide that compared YOY participant outcomes to determine race market share and conceptualize industry performance trends