I am an ambitious and hard-working graduate of the University of San Diego. My goal is to work for an industry leading asset managing firm. I am a CFA Level 1 Candidate taking the first test in June 2017. I pride myself in my ability to adapt quickly to new challenges and changing environments.
Microsoft Excel Certified
Expert in use of FactSet Platform
Communicative team player
Excellent attention to detail
Hard-working and dependable
Curious and interested in finance
Exceptional Public Service Award (received 2012) by City of Austin
to Current FactSet Research Systems – San Francisco,
Increased credibility and client awareness of product through proactive outreach and training.
Staffed multiple projects concurrently, tracked progress and updated managers, team members and clients as necessary.
Acted as a resource for less tenured consultants and provided tips on how to better use the platform showcasing recent enhancements and improvements.
Being aware of developing trends in the markets and financial analysis and how to address needs that may arise as a result of changing market conditions.
Reviewed files, records and other documents to obtain information and respond to requests as well as account specific questions.
Financial Representative, 05/2015
to 08/2015 Northwestern Mutual – San Diego,
Managed own investment/insurance practice and conducted needs analysis as a financial representative of Northwestern Mutual.
Communicated with prospective clients to discover current financial situation and address future insurance needs and goals.
Collaborated with experienced senior representatives on joint work projects.
Used interpersonal and communication skills to expand professional network.
Calculated quotes and educated potential clients on insurance options.
Team Member, 01/2015
to 02/2015 FOMC Simulation – San Diego,
Participation as a team member at the UCSD 2015 FOMC Simulation to discuss and present opinions on monetary policy and its implications on future interest rates and GDP for the upcoming year to members of the San Francisco Federal Reserve Bank.
BBA: Business Economics, Finance Minor,
2016 University of San Diego - San Diego,