Experience

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  Highmark wealth management

  Feb 2013 - May 2015

  Financial client services intern

  As a full-time intern at HighMark throughout my undergraduate years, I performed a variety of tasks that helped shape my initial knowledge of the financial markets.• Researched securities relative to six different standard asset allocation model portfolios and created reports presenting the results to the President of the firm• Carried-out various operational activities including opening of new accounts, account reconciliation, and quarterly performance reporting• Monitored and altered client portfolios and investments through extensive use of Morningstar, Excel, Fidelity Wealth Central, Schwab Client Center, and E-money software• Performed management tasks for clients through daily communication on the phone and by contributing in biannual review meetings• Generated weekly asset movement reports for the purpose of tracking cash flow for the firm Show less

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  Crawley town football club

  Sept 2014 - Dec 2014

  Community foundation intern

  While studying abroad in London, U.K. for a semester, I worked as an intern for the Crawley Town Football Club. During my time with CTFC, the club was competing in the Skybet League 1 level of English football. I performed various tasks for the club including social media marketing, management of the Junior Reds program, and helping to lead match-day birthday party festivities at the Checkatrade.com Stadium.

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  Stevens foster financial advisors

  May 2015 - Jun 2019

  Investment analyst

  Stevens Foster’s expertise in the area of executive benefits and incentives enables us to effectively integrate our clients’ corporate benefits with their personal financial plans and to assist our clients in maximizing the growth opportunities within their corporate benefits plans, particularly stock compensation, stock options, 401(k), pension plans, and deferred compensation plans. My role as a dedicated investment analyst includes performing a variety of operational activities for the firm’s multi-asset model portfolios including trading, fund analysis, market research, quarterly client performance reporting, and general portfolio administration.• Complete other general operational tasks including quarterly client performance reporting, portfolio administration, ad-hoc projects, and preparation of materials for client meetings.• Carry out yearly due diligence on model holdings via meetings with portfolio managers, reviews of underlying individual fund holdings, and analysis of long-term performance/risk metrics.• Complete quarterly institutional-level stock research on a list of the largest client-held positions, most of which are local Fortune 500 companies.• Conduct market research to help develop a long-term investment thesis which shapes how the asset allocation model portfolios are tactically shifted.• Work collaboratively across departments to ensure each client’s investments are managed to effectively integrate with our in-house tax and financial planning strategies. Show less

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  Rwa wealth partners

  Jun 2019 - now

  • Relationship Manager

    Apr 2023 - now

  • Account Manager

    Apr 2022 - now

  • Client Service Manager

    Jun 2019 - Apr 2022