
Timeline
About me
Wealth Management Associate | CFA Level III Candidate
Education

University of st. thomas
-Bachelor's degree accounting and finance
Experience

Pwc
Jul 2021 - Apr 2022Assurance associate
Craig-hallum capital group
Apr 2022 - Jan 2023Equity research analyst
North oaks financial group
Jan 2023 - nowWealth management associate
Licenses & Certifications

Certified public accountant (cpa), inactive
Nasba
Sie
Finra
Series 63
Finra
Series 87
Finra
Series 86
Finra
Series 7
Finra
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