
I'm currently a Finance and Investment Management major at Sacred Heart University, and I have a passion for wealth management and helping people manage and grow their money․ I've always been interested in how smart budgeting, investing and long-term financial planning can create financial security and opportunity for people․
I hope to work in wealth management in a client facing role where I can help individuals make better financial decisions and reach their life goals․ I enjoy learning about the markets, personal finance and investing strategies; I hope to remain a lifetime student of the financial services industry․
Managed personal investment portfolio in middle school with focus on analysis and decision-making. Conducted research on stocks, ETFs, and market trends to inform portfolio strategy. Evaluated portfolio performance and assessed risk and return. Developed strong interest in financial markets, portfolio management, and long-term investing.
Analyzed portfolio performance and identified areas for improvement in investment strategies.
Developed comprehensive reports to communicate trends and insights to clients.
Conducted risk assessments to evaluate potential impacts on portfolio stability and growth.