Experience

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  University of wisconsin - madison school of human ecology

  Jan 2016 - May 2017

  Financial life skills - lead peer educator

  I led groups of students in class activities and facilitate discussion in order to practice real-life financial scenarios. As the Lead Peer Educator, I directed and trained Peer Educators in their instruction of students in order to foster a productive learning environment and collaborated with program directors to make curricular and instructional improvements to maintain student relevance and enable active learning.

• 

  Capital wealth advisory group

  Apr 2016 - Jun 2017

  Investment research intern

  I've obtained valuable experience about background work in financial planning. I created portfolio reviews by compiling clients’ assets to be used to make trade recommendations for clients and assembled accounts outside the firm so a more complete financial plan could be created.

• 

  Vanguard

  Jul 2017 - May 2022

  I worked with our high net worth clients providing assistance with a variety of needs ranging from transactions to questions on paperwork. I assisted in opening new accounts and transferring accounts from other institutions. I assisted clients with account maintenance, trades, and other questions regarding their personal accounts.

  • Ultra High Net Worth Client Consultant

    Mar 2021 - May 2022

  • Account Transfer and Onboarding Specialist

    Oct 2019 - Mar 2021

  • Client Relations Associate

    Jul 2017 - Oct 2019
• 

  Fidelity investments

  Jul 2022 - now

  Wealth management service specialist ii