Independent Contractor
Developed and oversaw allocation models for client portfolios.
Cultivated strong client relationships.
I am a motivated high school senior with a 4.0 weighted GPA, and I will be attending Florida
Atlantic University (FAU) to pursue a degree in Business. I have a strong foundation in financial strategy, backed by one year of experience as an independent contractor in wealth management. In this role, I gained valuable skills in analyzing financial markets, managing client portfolios, and developing personalized financial strategies. I am known for my attention to detail, organizational skills, and proactive approach to learning. I'm excited to continue developing my financial expertise and contribute to the business world through both my academic and practical experiences.
I expect to have completed my SIE and Series 65, and Adventis FMC exams before Fall 2025.
Developed and oversaw allocation models for client portfolios.
Cultivated strong client relationships.