As a recent graduate with a B.A. in Finance, I am a driven and goal-oriented individual with a strong passion investment management and financial planning.Throughout my academic journey, I have completed various courses in Accounting, Finance, and Economics, and my strong oral communication skills make me a valuable asset in any team. I am also proficient in Microsoft Office, Right Capital, Schwab Advisor Center, and RedTail CRM.Most recent, I was an intern as a Financial Planning and Investment Management Intern at Pacific Capital, where I have managed and assisted in client portfolios worth over $30 million.Having recently passed both the SIE and SERIES 65, I am looking to jumpstart my career with a successful RIA, whose values align with mine.