
Lena Williamson-Diaz
Teen Scholar

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About me
Financial Advisor
Education

Mount Holyoke College
2018 - 2022Bachelor's degree Philosophy 3.93
Bryant University
2024 - 2025Certificate Certified Financial Planner (CFP)
Mount Holyoke College
2018 - 2022Bachelor's degree Economics 3.8
Experience

The Bard Graduate Center
Jun 2017 - Aug 2017Teen ScholarStudied 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 2019Field WorkerCompleted early childhood evaluations.

Mount Holyoke College
May 2020 - Dec 2021Attended 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 2021Philosophy Department Intern
May 2020 - Aug 2020

Robert Half
Sept 2022 - Sept 2022Accounting ClerkEmployed 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 2023Management Associate
Financial Services Advisory
Sept 2024 - nowFinancial Advisor I
Licenses & Certifications

Securities Industry Essentials (SIE)
FINRAMay 2024
Honors & Awards
- Awarded to Lena Williamson-DiazMount Holyoke College Club of New York Scholarship - Feb 2020
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