Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
5
5
years of professional experience
Work History
Financial Services Intern
OAK CAPITAL PRIVATE WEALTH
Baton Rouge, LA
06.2025 - Current
Shadow Founder and Financial Principal to gain exposure to Certified Financial Planner processes.
Prepare materials and observe client meetings covering tax strategies, life insurance planning, wealth management, and asset distribution.
Build knowledge in high-net-worth planning, with emphasis on long-term asset preservation and tax-efficient wealth transfer.
Apply client-centered fiduciary principles to financial planning and wealth management activities.
Lawn Care Provider
SELF-EMPLOYED LAWN CARE
Lafayette & Baton Rouge, LA
06.2021 - 08.2025
Managed business operations, including client outreach, scheduling, and service delivery.
Strengthened client relationships through consistent quality, and clear communication.
Developed entrepreneurial, time management, and customer service skills.
Sales Associate
MCLAVY LTD. MEN'S CLOTHIERS
Baton Rouge, LA
08.2024 - 01.2025
Recommended menswear tailored to fit, trends, and customer preferences.
Processed transactions and returns with accuracy while ensuring efficient service.
Supported merchandising and inventory tasks to maintain brand presentation standards.
Developed communication and problem-solving skills through personalized customer engagement.
Sales Associate and Project Manager
GATOR INSULATION
Lafayette, LA
05.2024 - 06.2024
Coordinated installation schedules between clients and contractors to ensure seamless execution.
Managed customer inquiries and generated project estimates to support sales efforts.
Monitored project progress and resolved on-site issues to uphold quality standards.
Enhanced skills in project coordination, client communication, and operational efficiency.
Construction and Heavy Machinery Operator
SELF-EMPLOYED
Oberlin, LA
06.2020 - 07.2020
Executed tasks efficiently while operating heavy machinery for agricultural and construction purposes.
Maintained focus on equipment safety during physical labor activities.
Demonstrated adaptability and strong work ethic with a commitment to detail.
Education
BACHELOR OF SCIENCE - CORPORATE FINANCE, Economics
Sigma Nu Fraternity Phi Chapter, Associate Pledge Marshal, 2025-05-01, 2025-08-01, Baton Rouge, LA, Collaborate with Board of Marshals to implement Phase I LEAD Program., Facilitate candidate education sessions to reinforce fraternity values and develop leadership and mentorship skills.
Sigma Nu Volunteering, Volunteer, 2023-08-01, Present, Baton Rouge, LA, Serve minimum of 4 volunteer hours per semester supporting food banks, blood drives, and community service initiatives.
Economics and International Trade and Finance Club, Member, 2025-05-01, Present, Baton Rouge, LA, Engage with students and professionals to expand industry knowledge and career insight.
Order of Omega Kappa Theta Chapter, Member, 2025-10-01, Present, Baton Rouge, LA, Selected from top 5% of Fraternity & Sorority Life upperclassmen with GPA of 3.2+., Promote leadership, scholarship, and service within Greek community.
Awards
TOPS Honors Scholarship, Recipient, 2023-08-01, Present, ACT - 27+, Louisiana High School GPA - 3.5+, Collegiate GPA - 3.0+, 24+ credit hours per year, highest level of TOPS offered.
Founding Team Member & Product Specialist at Bajaj Capital Global Private WealthFounding Team Member & Product Specialist at Bajaj Capital Global Private Wealth