Driven professional with expertise in economics and finance and over four years of experience in financial advisor development programs dedicated to empowering clients towards financial independence through strategic planning and education.
Overview
6
6
years of professional experience
Work History
Investment professional, FADT analyst
JPMorgan Securities LLC
07.2024 - 05.2026
Assisted hundreds of clients, generating over $1M in assets through advisor referrals
Analyzed market data and trends to enhance client and colleague communications
Trained and mentored colleagues and new hires to improve team capabilities
FADT Intern
JPMorgan Chase & CO
06.2024 - 07.2024
Developed presentations that clearly communicated findings and actionable recommendations.
Collaborated with team members on projects to streamline processes and improve operational efficiency.
Gained subject matter expertise through active participation in meetings, conferences, and brainstorming sessions.
ABP Fellow, FADT Program
J.P. Morgan Chase & Co
05.2020 - 06.2022
Pitched expansion model to executives at minority depository institution, highlighting potential growth opportunities.
Cultivated professional relationships at targeted networking events, enhancing collaboration and partnership potential.
Investment Analyst – Alternative Investment Fund (AIF) & Portfolio Management Services (PMS) at Scient CapitalInvestment Analyst – Alternative Investment Fund (AIF) & Portfolio Management Services (PMS) at Scient Capital