Lena Williamson-Diaz

Lena Williamson-Diaz

Teen Scholar

Followers of Lena Williamson-Diaz445 followers
location of Lena Williamson-DiazRockville, Maryland, United States

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  • Timeline

  • About me

    Financial Advisor

  • Education

    • Mount Holyoke College

      2018 - 2022
      Bachelor's degree Philosophy 3.93
    • Bryant University

      2024 - 2025
      Certificate Certified Financial Planner (CFP)
    • Mount Holyoke College

      2018 - 2022
      Bachelor's degree Economics 3.8
  • Experience

    • The Bard Graduate Center

      Jun 2017 - Aug 2017
      Teen Scholar

      Studied objects and artifacts with scholars, curators, and graduate students working in the fields of material culture, decorative arts, and design history. Conducted independent research, analyzed findings, and prepared reports. Delivered oral presentation using digital media support to college professors and invited scholars.

    • Gorse Children's Center

      Sept 2019 - Dec 2019
      Field Worker

      Completed early childhood evaluations.

    • Mount Holyoke College

      May 2020 - Dec 2021

      Attended lectures and took notes for ADA students needing accommodations. Organized and timely uploaded notes to the resource center server several times a week for distribution to students receiving accommodations. Used multiple software programs to animate, record, and edit educational videos for the philosophy class titled ‘Logical Thought.’

      • Transcriptionist

        Sept 2019 - Dec 2021
      • Philosophy Department Intern

        May 2020 - Aug 2020
    • Robert Half

      Sept 2022 - Sept 2022
      Accounting Clerk

      Employed a variety of bookkeeping methods; posted, balanced, and maintained manual and computerized accounting records in an accurate and efficient manner. Reconciled and recorded receipts, incoming cash, fees presented for payment and other fiscal transactions. Matched purchase orders, general ledger codes, and corporate data league codes to invoices and balance statements.

    • Con Edison

      Aug 2023 - Dec 2023
      Management Associate
    • Financial Services Advisory

      Sept 2024 - now
      Financial Advisor I
  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      May 2024
  • Honors & Awards

    • Awarded to Lena Williamson-Diaz
      Mount Holyoke College Club of New York Scholarship - Feb 2020