
Timeline
About me
Chief Compliance Officer
Education

Brown university
2011 - 2015Bachelor of arts - ba english language and literature, general
Experience

Elm3 financial & cpa group
Jun 2020 - nowAs ELM3's Financial and Data Analyst, I monitor and update clients' financial accounts in order to assist them with bookkeeping and financial planning. My experience as a writer and educator allows me to analyze abstract data and communicate my findings to clients in a manageable and informational manner. In addition to personalized financial analysis and education, I provide broad-based market research and analysis to clients through weekly and monthly newsletters, blog articles, and social media posts. Show less
Chief Compliance Officer
Jan 2023 - nowFinancial Advisor
Jan 2022 - nowFinancial and Data Analyst
Jun 2020 - Jan 2023
Licenses & Certifications
- View certificate

Certified financial planner™ professional
Cfp boardJul 2024
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