Experience

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  Be benjamin

  Sept 2019 - Nov 2019

  Campus magnate intern

  Hired as first Lafayette intern, dedicating 5+ hours per week to advocate the FinTech start-up platform for personal finance education, literacy, and optimization among college students. Build and train team of Campus Magnates to market and promote the platform.Distribute marketing materials to attract students to the platform.

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  Merrill lynch

  Jan 2020 - Jan 2020

  Extern

  Waldele GroupLearned how to approach clients, determine their financial needs and monitor market trends.Shadowed and spoke with Vice President and Senior Financial Advisor, Robert C. Waldele

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  Bernstein private wealth management

  Oct 2023 - now

  Private wealth coordinator