Experience

PhelpsForward

• United States
• Financial Services
• 1 - 100 Employee

• Program Scholar

  • Mar 2022 - Present

  • Chosen to participate in selective 3-year financial services industry career development program exclusively for first-generation college women with outstanding leadership potential • Complete customized course curriculum including regular seminars, individual coaching sessions, and written assignments designed to build skills necessary for success in targeted industry jobs • Conduct research on top companies and specific areas within finance industry • Form relationships with top… Show more • Chosen to participate in selective 3-year financial services industry career development program exclusively for first-generation college women with outstanding leadership potential • Complete customized course curriculum including regular seminars, individual coaching sessions, and written assignments designed to build skills necessary for success in targeted industry jobs • Conduct research on top companies and specific areas within finance industry • Form relationships with top finance executives presenting monthly to small cohort of women Scholars

• Summer Investing Program Participant

  • Jun 2022 - Aug 2022

  • Participate in 9-week immersive program designed to teach fundamentals of financial modeling & investing • Analyze DCF models, leverage buy-out models, and merger models through projects and webinars • Present insights, analysis, and recommendations from models to group for feedback



SupplyHopeInfo

• United States
• Fundraising
• 1 - 100 Employee

• Supply Organizer and Management Assistance

  • Sep 2020 - Present

  San Francisco Bay Area • Ensure 3000+ students across the country received stationery supplies during the pandemic • Created a smoother ordering process that increased the speed of purchasing orders by 50% • Coordinate outreach with various organizations serving underrepresented communities throughout the country • Promote the organization’s mission through Instagram and Facebook media platforms • Communicate with the Financial Director and Board to keep budget on track



Virtual Tutoring SF

• Mathematics Tutor

  • Sep 2020 - Jun 2021

  San Francisco Bay Area • Assisted students with homework and any other class projects one-on-one • Utilized appropriate methods that help students to understand their homework better • Organized lesson plans, which resulted in students achieving their desired grades • Increased students’ engagement with proactive strategies