*Directly managed a portfolio of high-earning accumulator clients, providing comprehensive financial planning services tailored to unique client needs.*Leveraged structured planning processes to deliver personalized advice, while actively contributing to the refinement of workflows and client service programs.*Recommended investment strategies aligned with fiduciary standards, assisting clients with asset transfers and financial transitions without a focus on sales or product pushing.*Facilitated group financial education sessions, including "Ask a Financial Advisor Anything" events, collaborating with promotional Ambassadors to broaden reach and client engagement.*Ensured compliance by completing detailed Investment Policy Statements and Suitability Profiling, adhering to regulatory and ethical best practices.*Contributed to a client-centered company culture, fostering relationships built on trust, empathy, and respect for clients from diverse backgrounds, including women primary earners and LGBTQ+ households.

This virtual, asynchronous 8-week program took approximately 20 hours per week. * Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning college and student loan planning, insurance planning, estate planning, and tax planning* Watched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor. * Became certified in eMoney Advisor and gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and Income Lab, which included live sessions with representatives from each company.* Learned planning perspectives and best practices from 50+ industry experts* Interacted with guest experts and fellow externs on live calls.* Earned 500 hours toward CFP® Board experience requirements

Developed and evangelized roadmaps and managed backlogs and agile sprint cycles for various programs in the Maps software engineering organization including managing 3D maps high zoom program track and driving several small/medium business facing feature programs. Catered to a wide range of stakeholders and coordinated efforts across many teams throughout Apple. Drove clarity and consensus on priorities and timelines around program milestones.Provided direction, information, and priorities for Apple Maps teams throughout the new product development cycle. Lead meetings and maintain documentation to communicate project status. Coordinate development of technical documentation and operational procedures for both end users and internal support personnel. Ensure systems and tools are ready for new products.

In my role as a PM at TripAdvisor I have worked extensively on backend crowdsourcing integrations, internal tool GUIs for rule engines and internal and external API integrations. I have 4 years of experience in SQL, JIRA and Confluence and spend almost all of my time “podded” sitting among the developers I work with. I have personally managed key external relationships with vendors as well as maintaining tight ties with other teams within the company.I worked with Content and Community business team and Core Data engineering team to roadmap, prioritize, spec and develop internal tools, scale up crowdsourcing processes, build matching algorithms, & design live site forms.

Directly managed a team of 4 developers during the course of a 1.5 year project to create and maintain a webapp and ecommerce platform to support a young beauty startup utilizing agile scrum and continuous deployment organization. Webapp built by the devs in a php zend framework as well as jquery, javascript, html, and css on the frontend.Directly managed a business analyst to provide insight into key UI/UX interactions on our site and in our app as well as creating and updating a complex operations model and supporting general marketing analytics requests – evaluating ROI of email campaigns, physical inserts, etc.Personally managed all inventory forecasting and fulfillment center liaison responsibilities.Personally managed all commission payout forecasting and commission operations details.Project manager for Stages of Beauty rebrand to Bona Clara (October 2012).

US Office set-up and administration, commercial support, logistics support, customer service support, and sales and marketing support.

Working in Shanghai as a summer associate involved in the formation of an international sales team to further the distribution of the “$1000 monoclonal antibody”. Working in a team with experienced life science entrepreneurs including MIT graduates.

• Coordinated the interviews and selection of 18 MIT students to participate in our High School, University, and iLab programs. • Organized and oversaw 20+ executive and general CETI meetings. Gave presentations on teaching, culture, curriculum, traveling, and visas at 7 meetings.

Brain and Cognitive Science B.S. degree GPA 3.5/4.0 May 2011Minor in Applied International StudiesConcentration in Economics and Mandarin

Position held while getting undergraduate degree at Massachusetts Institute of Technology.Position at a Neuroscience Research Laboratory studying rodent behavior and brain imaging techniques. 10-14 hrs/weekExperience reading scientific articles and presenting findings in simple language.Learned and executed neuroscience experimental design techniques.

Layout and design course posters, event posters, buttons, case displays, and website graphics.

· Researched and authored a section of a white paper concerning the economic impact of federal funding of basic science research. Specific focus on NIH funding trends and private sector reactions. Participated in organizing MIT political science department lecture series for DC interns which included talks with various science interest groups on Capitol Hill. Attended hearings and press conferences on science issues and wrote up comprehensive reports to be included in the weekly submission to the MIT President.

· Designed and implemented flat file reorganization and database creation. Produced a file retrieval system and increased storage space efficiency by 200%. Prepared materials for geological hazard investigation report finalization. Catalogued, filed and archived reports after a project was closed.Leadership