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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Vice President, Product Development
      • Aug 2022 - Present

      Los Angeles Metropolitan Area

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Senior Advisory Specialist
      • Apr 2020 - Jul 2022

      Los Angeles, California, United States

    • Senior Portfolio Advisor
      • Jan 2019 - Apr 2020

      New York, New York, United States

    • Portfolio Advisor
      • Jan 2016 - Dec 2018

      New York, New York, United States

    • Analyst
      • Oct 2013 - Dec 2015

      New York, New York, United States

    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Associated
      • Jun 2009 - Apr 2012

      San Francisco Bay Area

    • Client Services Representative
      • Nov 2008 - May 2009

      San Francisco, California, United States

Education

  • University of California, Berkeley
    Bachelor of Arts (BA), Economics
    2004 - 2008
  • Asia Institute for Political Economy, Hong Kong
    2008 - 2008
  • Universitat Autònoma de Barcelona
    Semester Study Abroad - International Business & Economics
    2007 - 2007

Community

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