Experience

Congress Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • May 2021 - Present

  • Managed high net-worth client relationships • Collaborated with Private Equity and Venture Capital firms to provide clients access to private investments • Reviewed and improved internal workflows • Worked closely with upper level management to integrate acquired company into Congress’s internal systems • Managed high net-worth client relationships • Collaborated with Private Equity and Venture Capital firms to provide clients access to private investments • Reviewed and improved internal workflows • Worked closely with upper level management to integrate acquired company into Congress’s internal systems



Pinnacle Advisory Group

• Columbia, Maryland

• Operational Specialist

  • Oct 2019 - Apr 2021



Student Managed Investment Fund - George Mason University

• Fairfax, Virginia

• Investment Analyst

  • Jan 2019 - May 2019

  • Managed $250,000 S&P 500-benchmarked portfolio alongside undergraduate peers • Presented original valuation analysis and investment recommendation to professors and outside financial advisors • Reviewed portfolio allocation, performed risk assessments, and issued buy, sell, and hold recommendations • Conducted market research and used forecasting tools such as Bloomberg to analyze industry trends • Managed $250,000 S&P 500-benchmarked portfolio alongside undergraduate peers • Presented original valuation analysis and investment recommendation to professors and outside financial advisors • Reviewed portfolio allocation, performed risk assessments, and issued buy, sell, and hold recommendations • Conducted market research and used forecasting tools such as Bloomberg to analyze industry trends



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • May 2018 - Dec 2018

  • Fast-paced, highly productive, value-driven work environment • Led all Fairfax, VA interns in production • Designed and aided the construction of financial portfolios • Fast-paced, highly productive, value-driven work environment • Led all Fairfax, VA interns in production • Designed and aided the construction of financial portfolios



Foresters Financial Services

• Financial Services
• 300 - 400 Employee

• Financial Services Intern

  • Jan 2018 - Apr 2018

  • Established financial planning and presentation skills • Gained professional insight on client engagement strategies • Collaborated with other interns to design appropriate portfolios • Established financial planning and presentation skills • Gained professional insight on client engagement strategies • Collaborated with other interns to design appropriate portfolios



Brexton Construction

• Baltimore, Maryland Area

• Assistant Project Manager

  • Jun 2016 - Aug 2017

  • Promoted to supervising manager for multiple projects • Responsible for allocating materials across client’s projects • Led a team in a demolition project to remodel a client’s house • Promoted to supervising manager for multiple projects • Responsible for allocating materials across client’s projects • Led a team in a demolition project to remodel a client’s house