A proud associate planner at dedicated wealth partners with quantitative and qualitative skills necessary for optimizing decision making for growth. An employee who values professionalism and teamwork in order to keep a healthy work environment. A student who seeks to learn new skills and knowledge while honing current skills.
- Conducted research on macroeconomic data to best personalize financial plans based on client risk tolerance
- Used technical knowledge in python in order to simplify and analyze data
- Self taught software necessary for job operations in order to better perform tasks
- Made educated predictions based on data sets inputted into R studio (quantitative analysis software)
- Brought on loyal clients
- 3.6+ gpa in sophomore year (honors)
- Created balanced stock portfolio through the use of python and AI
- Collaborated with college club to expand outreach
- Community engagement and advocating for neglected communities on college campus
- Developing coding skills
- Hiking and exploring the outdoors
- Exercise and maintaining a healthy body and mind
- Learning new sports and overall becoming more well rounded
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