Experience

• 

  Berling & associates

  Jun 2016 - Jul 2016

  Intern

  Worked underneath an established Financial Adviser as an intern. I sat in on client meetings than ranged from a number of topics pertaining to the clients financial situation. Here I learned the importance of maintaining a strong and healthy relationship and what it means to be a trusted adviser.

• 

  Barnum financial group

  Jun 2016 - Jul 2016

  Intern

  As an intern, I rotated through different departments of the asset management firm that included; operations, talent acquisition, and wealth strategies division. I also was tasked with creating a hypothetical investment portfolio designed for the specific needs the client. Another task that was assigned during my time as an intern was to produce a financial plan for a hypothetical family and then presenting the plan in a mock meeting.

• 

  Fidelity investments

  Oct 2017 - now

  • Regional Director

    Mar 2024 - now

  • Senior Regional Investment Consultant

    Aug 2021 - now

  • Regional Investment Consultant

    May 2019 - Aug 2021

  • Investment Associate

    Oct 2017 - May 2019