
Timeline
About me
Vice President
Education

Smu cox school of business
2020 - 2021Master of business administration - mba finance, investments
University of arkansas - sam m. walton college of business
2014 - 2018FinanceMajor: Financial Management and Investments Minor: Marketing
Experience

Collegetown
Aug 2015 - Mar 2016Regional marketer- Regional marketer for online trading company for college students- Developed marketing techniques for expanding consumer base and target market- Distributed company merchandise to spread brand name

Goldman sachs ayco
May 2017 - Aug 2017Intern- Trained through Ayco and Goldman Sachs Online Curriculum - Generated account performance reports and updated tax projections for high net worth individuals - Updated client’s net worth via vested stock options, salary, bonuses and other income - Developed retirement cash flow exhibits

Goldman sachs ayco
May 2018 - nowVice President
Dec 2022 - nowAssociate
Jan 2021 - Dec 2022Senior Financial Analyst
May 2018 - Jan 2021
Licenses & Certifications

Investment advisor (license), investment advisor representative (license)
FinraDec 2018
Series 3 (commodity futures advisor)
National futures associationNov 2021
General lines - life, accident and health insurance
Texas department of insuranceJun 2023.webp)
General securities representative license (series 7)
Finra (financial industry regulatory authority)Nov 2018
Volunteer Experience
Active kitchen Assistant
Issued by Ronald McDonald House of Dallas on Aug 2014
Associated with Will SandersVolunteer
Issued by Dallas Area Habitat for Humanity on Jun 2011
Associated with Will SandersVolunteer
Issued by Junior Achievemnet on May 2017
Associated with Will Sanders
Languages
- enEnglish
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