Experience

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  Platinadora baja

  Jan 2019 - Feb 2019

  Continuous improvement analyst

  Worked on the continuous improvement team to improve plating and powder-coating processes. Successfully utilized six sigma strategies and lean manufacturing to cut down on time and resources between processes while also further enhancing client's experience. Analyzed and solved various manufacturing problems which were at fault for the delay of more than 100,000 pieces a day.

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  Investment placement group

  Sept 2020 - Sept 2021

  Evaluated and analyzed potential and ongoing investments - ultimately delivering daily analysis of potential opportunities and current status. Aided in the launch and management of two private mutual funds directly managed by IPG. Provided daily assistance to advisors in client transactions such as trading of stocks, bonds, loans, and options, wire transfers, and trading on margin. Created intricate company presentation targeted at UHNW individuals and families. The presentation was used in a pitch to various potential prospects and serves as IPG's main presentation to current and future clients. Show less Aided in the implementation of a new private wealth management platform (Addepar) for the company's advisors, analysts, upper management, and clientele. Successfully inputted current and historical (20+ years) investment information for thousands of clients. Created numerous client reports used company-wide by all advisors and analysts: YTD performance, historical performance, current holdings, cash flow analysis, private equity analysis, and net worth. Designed multiple custom macros and formulas across Excel and Addepar for advisors whose calculation methods differed from those default in the system. Show less

  • Analysis and Advising Intern

    Mar 2021 - Sept 2021

  • Technology Implementation Intern

    Sept 2020 - Mar 2021
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  Investment placement group

  Oct 2022 - now

  • VP of Wealth Management

    Jan 2025 - now

  • Relationship Manager

    Jun 2024 - now

  • Junior Relationship Manager

    Oct 2022 - Jun 2024