Work:
M1 Finance
Head of Client Success
J.p. Morgan
Private Banker
Moderne Ventures
Apr 2019 - Jun 2019
Mba Associate, Venture Capital
J.p. Morgan
Jun 2018 - Aug 2018
Mba Associate, Asset and Wealth Management
Harris Associates
Apr 2018 - Jun 2018
Mba Associate, Portfolio Management
Fidelity Investments
Jul 2014 - Jul 2017
Senior Associate, Municipal Finance
Fidelity Investments
Jul 2013 - Jul 2014
Associate, Capital Markets Rotational Program
Barclays Investment Bank
Jun 2012 - Aug 2012
Summer Analyst, Sales and Trading Rotation Program
Education:
Boston College Jan 1, 2009 - 2013
Bachelors, Bachelor of Science, Marketing, Finance and Marketing, Finance
The Out - of - Door Academy Jan 1, 2005 - 2009
Uc Berkeley Extension
Northwestern University - Kellogg School of Management
Master of Business Administration, Masters
Skills:
Microsoft Excel, Powerpoint, Microsoft Word, Bloomberg, Municipal Bonds, Business Development, Sales, Public Speaking, Project Management, Proposal Writing, Sdc Platinum, Series 7, Series 63, Series 52, Financial Modeling, Valuation, Research, Data Analysis, Fundraising, Spanish, Impact Investing, Relationship Management, Nonprofit Organizations, Asset Management
Certifications:
Series 7
Series 63
Series 52
Miint Certificate of Completion (Impact Investing)
Financial Industry Regulatory Authority
