A professional media network and consulting business designed to provide young professionals and entrepreneurs with an understanding of personal finance and investing.

Served as a corporate wealth management advisor and financial planner under Merrill Lynch’s Global Corporate and Institutional Advisory Services (GCIAS) division. Specialized in advising Key Employees around their equity-based compensation and other corporate benefits, such as 401(k) plans in both English and Spanish. Provided one-on-one education specific to important topics including Retirement Planning, Education Planning, Social Security, Medicare, Investing, Personal… Show more Served as a corporate wealth management advisor and financial planner under Merrill Lynch’s Global Corporate and Institutional Advisory Services (GCIAS) division. Specialized in advising Key Employees around their equity-based compensation and other corporate benefits, such as 401(k) plans in both English and Spanish. Provided one-on-one education specific to important topics including Retirement Planning, Education Planning, Social Security, Medicare, Investing, Personal Finance, and much more. Actively assisted Insiders in creating 10b5-1 trading plans for their equity-based compensation (Stock options, RSUs, PSUs, etc.)Provided clients with comprehensive goals-based wealth management, and financial planning. This process included ongoing client reviews, financial plan updates, and more.Also provided on-site group presentations on those topics, and other company-specific benefits, coupled with one-on-one financial consultations.Assisted corporate employees in exercising their company stock options and educating them on subjects like taxation, managing concentrated stock positions and more. Primarily served the following companies and their employees:•Coca-Cola•Southern Company•The Home Depot•Walt-Disney•Hewlett-Packard•Amgen•UPS•McDonald’s•and more Show less

Through my role as a financial representative intern, I got a jump-start in the financial services industry through hands-on client-facing experiences.I developed a firm understanding of Life Insurance and other risk-management products.