
Timeline
About me
Assistant Vice President, Internal Advisor Consultant - San Francisco Bay Area at Nuveen
Education
Gonzaga-in-florence
-Junior yearAn eight month study abroad experience in Florence, Italy.
Gonzaga university
-Bachelor of business administration (b.b.a.) finance and economicsActivities and Societies: • Omicron Delta Epsilon • Graduated Cum Laude
Experience
The realreal
May 2014 - Aug 2014Inside sales intern• Evaluated potential consignors by using vertical integration to promote outbound calls• Identified verticals associated with the Midwest Region of the U.S.• Updated their CRM with new profiles of our consignors• Managed and organized the list of potential consignors that consisted of over 1,500 names
Florencetown
Jan 2015 - Apr 2015Marketing intern• A tour company located in Florence, Italy that gives a variety of both personal and private tours around Florence and Tuscany.• Cultivated content for their company blog, “What to do in Florence”• Assisted in keeping up to date with their media platforms such as TripAdvisor• Fielded customer comments and complaints on these media platforms
Popsugar
Jun 2015 - Aug 2015Shopstyle business development intern• Assisted in the preparation of pitches with current and potential retail partners• Maintained and calculated monthly incremental revenue for our retail accounts• Educated the team with current events that were happening with our retail accounts• Curated lookbooks for our Canada locale to increase traffic to the website
Nuveen
Nov 2016 - nowAssistant Vice President, Internal Advisor Consultant - San Francisco Bay Area
Mar 2021 - nowInternal Advisor Consultant
Nov 2017 - Mar 2021Mutual Fund Consultant
Nov 2016 - Nov 2017
Licenses & Certifications
Series 66 - uniform combined state law examination
Financial industry regulatory authority (finra)May 2017Series 7 - general securities representative examination
Financial industry regulatory authority (finra)Mar 2017
Volunteer Experience
Ambassador
Issued by Girls Who Invest on Apr 2020Associated with Kelsey Spirz
Tutor
Issued by English For Pasta on Sept 2014Associated with Kelsey Spirz
Team Member
Issued by SMILE on Sept 2013Associated with Kelsey Spirz
Volunteer
Issued by House of Charity on Jan 2013Associated with Kelsey Spirz
Mentor
Issued by Saturday Morning Literacy on Jan 2014Associated with Kelsey Spirz
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