
Timeline
About me
Internal Investment Consultant at BNY Mellon
Education

Lehigh university - college of business and economics
2015 - 2018Bachelor of science - bs financeActivities and Societies: President of Lehigh University Marketing Club Women in Business, American Marketing Association

University of georgia - terry college of business
2014 - 2015Economics
Experience

Ibex wealth advisors
May 2016 - Aug 2016Wealth management intern
Little words project
May 2017 - Oct 2017Business development intern
Axio financial llc
Oct 2018 - Oct 2020Analyst
Bny mellon
Jul 2021 - nowInternal wholesaler
Licenses & Certifications

Office2019: microsoft office specialist: excel associate
Microsoft
Series 63
FinraOct 2021
Series 7
FinraSept 2021
Bloomberg market concepts certification
Bloomberg lp
Volunteer Experience
Fundraiser
Issued by Memorial Sloan Kettering Cancer Center on Jan 2019
Associated with Alexis Mims
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