As an Investment Associate, I work on a variety of operational activities including account reconciliations, preparing trade files, and crafting client presentations. I pride myself on making sure the right data flows to the right place at the right time.
This firm values training and development. This conviction helps cultivate a world-class team. Our leaders don’t just say they want teammates to be successful, they prove it.
Maintaining an active lifestyle is great for the mind, body, and soul. I love pushing myself as a snowboarder, golfer, and tennis player.
“My grandparents took part in raising me, and they made sure I adopted the habit of looking for the good in every person and situation.”
Master of Business with an emphasis in Taxation
University of Southern California
BA in Business Administration, Accounting