Multilingual Wall Street veteran with front and back office experience coupled with state, federal, and local campaign jobs/volunteering and an academic background in foreign policy.
Account maintenance, money movement, mutual trading, and transfer of assets into and out of retail brokerage accounts
Trading for retail brokerage clients
Money movement for clients via
Account maintenance for retail clients
Internal wholesaler of exchange-traded funds to financial advisors in Virginia, DC, Maryland, Delaware, Pennsylvania, & West Virginia
Obtained my SIE, Series 63, and Series 7 licenses
Landscaping, construction, painting, materials-purchasing, and Spanish translation
Briefly attended Northern Illinois University College of Law
Income generation between undergrad and law school
Sole paid campaign staffer during the 2018 midterms
Elected to plan events for students to drive interest and turnout for Doug Jones' victory in the 2017 US Senate Special Election in Alabama
Appointed to assist Alabama and Florida elected officials to engage with student in volunteer efforts for local races in Tuscaloosa County and for Clinton/Kaine in Tallahassee and Gadsden, Florida
Mainframe Computing
Salesforce Lightning
Retail Web Order Entry Trading
Internal Cash Processing
Excel
Word
PowerPoint
VAN
Statistical Atlas
Series 7
Series 63
SIE
CFA Level I Candidate-May 2025
Series 7
Series 63
SIE
CFA Level I Candidate-May 2025