Clinical Mental Health Counselor

• Apr 2023 - Present

Academic & Career Discernment Coach

• Oct 2022 - Present

Wealth Manager

• Feb 2017 - Feb 2023

Senior Financial Consultant

• Jun 2016 - Dec 2016

Financial Consultant: California Insurance License: # 0J08505

• Sep 2014 - Jun 2016

AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Compliance Approval #:106678 (08/2017) AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Compliance Approval #:106678 (08/2017)

Financial Services Intern

• May 2013 - Aug 2013

• Introduced to commercial mortgage banking, and gain exposure to the responsibilities of a commercial mortgage servicing operation for third party lenders. • Reviewed and analyzed over 1,000 commercial mortgage loan documents to ensure the lender’s requirements were accurate with the information given from the borrower • Corresponded with Portfolio Managers to research and resolve noncompliant items, policy discrepancies and tenant/lender lease requirements • Introduced to commercial mortgage banking, and gain exposure to the responsibilities of a commercial mortgage servicing operation for third party lenders. • Reviewed and analyzed over 1,000 commercial mortgage loan documents to ensure the lender’s requirements were accurate with the information given from the borrower • Corresponded with Portfolio Managers to research and resolve noncompliant items, policy discrepancies and tenant/lender lease requirements

Financial Planning Intern

• Jan 2013 - May 2013

• Assisted with business development duties, including finding potential clients for various ING products (life insurance, annuities and IRA’s) • Arranged appointments for licensed agents with potential clients and participated in those client meetings Summary: The M Group & Associates is the only ING agency in Tempe and one of two in the state of Arizona! Our ING branch office in Tempe is specifically dedicated to working with current undergraduate and graduate students at Arizona State University and helping them build successful careers in the financial services world. We make the training with our internship program a focal point at The M Group which allows us to create and maintain successful financial advisors for years to come. It is a fantastic opportunity for any current student looking for a fun, fast-paced work environment with the opportunity to grow within the company! Show less