As CEO I managed all daily operations of Present Value. Our mission was to empower consumers to make informed financial decisions and take action at major life stages. At every life stage, consumers face mounting financial pressures and increased complexity and yet, today, still lack the knowledge and resources to conquer them. We assisted in educating consumers about important financial issues, enabled them to evaluate these issues through interactive tools, and connected them to financial… Show more As CEO I managed all daily operations of Present Value. Our mission was to empower consumers to make informed financial decisions and take action at major life stages. At every life stage, consumers face mounting financial pressures and increased complexity and yet, today, still lack the knowledge and resources to conquer them. We assisted in educating consumers about important financial issues, enabled them to evaluate these issues through interactive tools, and connected them to financial professionals and their community to take action.https://www.presentvalue.com/ Show less

Banking Analyst within the J.P. Morgan Private Bank. Provided financial analysis and planning for high net worth individuals at major law firms as well as the firms themselves. Worked with two senior bankers to manage a $1.1bn book of business generating revenues of $10mm in 2011.

Analyst within the Operations and Business Services two year rotational program that allows analysts to support three separate divisions across the bank. Worked for the Alternative Investments Middle Office Group, the Public Sector & Corporate Proposal Teams, and the Hedge Fund Services Operational Control Team.