
Timeline
About me
Vice President - Investments, Private Client Advisor at J.P. Morgan Wealth Management
Education

University of michigan
2014 - 2018Bachelor of arts - ba economics
Experience

Aepi
Sept 2014 - Apr 2018Sustainability chair
Kayne anderson capital advisors, l.p.
May 2015 - Aug 2016Summer financial analyst-Worked as a high yield credit analyst focusing on the energy sector.-Made a full business analysis on the LPG and Propane markets.-Investment process included researching companies, attending investment meetings, excel modeling, and predicative analysis -Hired back for Summer 2016

Exceptional life foundation
May 2017 - Apr 2018Head of finance-Helped start a nonprofit corporation with the goal of raising money to support funding of inner city school music programs. -Since its inception, we have sponsored events and partnered with another Nonprofit to help grow the ELF brand and increase funds collected.

Farmers insurance
May 2017 - Aug 2017Strategic sourcing internHelped manage and procure vendor agreements and deals.Administered requests for Proposals/Quotations.Ran and advised on multiple vendor deals including a Supplier Diversity program and a Mid Cap investment fund.

Axa advisors, llc
Jan 2018 - Jan 2020Financial professionalREMOVE: AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d CA Insurance Lic. #0M42882

Equitable advisors
Jan 2020 - nowFinancial consultantAXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)

J.p. morgan wealth management
Apr 2023 - nowPrivate client advisorElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ●NOT A DEPOSIT●NOT FDIC INSURED ●NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ●NO BANK GUARANTEE ●MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, andis not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved Show less
Licenses & Certifications

Ca life and health agent
California department of insurance
Series 65
Finra
Series 63
FinraSept 2018.webp)
Series 7
Finra (financial industry regulatory authority)Aug 2018
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