I currently work for Cura Wealth, a boutique RIA wealth management firm located in Chicago. We started the firm in the fall of 2021. At the beginning of the establishment of the firm, I was involved in the website/logo design process, ensured client accounts/compliance paperwork was updated and to setup our new office. My main daily responsibilities include assisting clients with cash flows, rebalancing of their portfolios, charitable giving, opening/transferring accounts and assisting in private market deals. Prior to Cura, I worked for Alliance Bernstein as a Private Wealth Associate and Northern Trust Bank as a Senior Global Fund Accountant. In both of my prior jobs, I strived to provide my clients with the highest level of customer service and to ensure they were satisfied with my timeliness on getting daily projects completed. While at Northern Trust, I was the proud recipient of two Celebrate Great Awards for exceptional client servicing.I studied at the London School of Economics and Northwestern University to further educate myself in finance. While at Northwestern University, I took five classes in fundamentals and insurance, income tax, estate planning, investing and retirement planning, to pursue my Certified Financial Planning certification. As an undergrad, I attended Bowdoin College where I was a double science major in Earth and Oceanographic Science and Environmental Studies. I was also the captain of the squash team.