Experience

• 

  California state senate

  May 2006 - Aug 2006

  Intern for former senator jackie speier

  • Researched legislation and district issues• Draft letters to correspond and interact with constituents• Assisted staff with administrative tasks and event planning

• 

  Ubs

  Oct 2009 - Feb 2014

  Registered client service associate

  • Provided administrative support for 7 senior advisors and executed daily requests to ensure client satisfaction • Managed existing client relationships for senior advisors• Provided real-time quotes, market information and place unsolicited and discretionary orders• Handled reconciliations and settlement of trade discrepancies, collateral and margin calls

• 

  Morgan stanley

  Feb 2014 - now

  ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/thirteen-mile-wealth-management-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 1584396 Show less • Prepared customized portfolio reviews and investment proposals with emphasis on investment objectives, asset allocation, risk tolerance and investment planning• Created comprehensive portfolio proposals from client account statements and reports to aid in client acquisition• Designed presentations for prospects• Provided investment research and analysis for senior advisors through firm-provided and fundamental data• Participated in calls to discuss global macroeconomic themes and investment themes; generated reports to senior advisors• Accountable for comprehensive relationship management as advisor/client liaison• Worked in conjunction with senior advisors to determine client investment opportunities and market banking products or services• Executed large-scale move of existing clients from UBS to Morgan Stanley Show less

  • Vice President | Financial Planning Specialist | Alternative Investments Director | Wealth Advisor

    Jun 2015 - now

  • Senior Registered Associate

    Feb 2014 - May 2015