Personal Capital is the next-generation financial advisor. We combine technology with world-class advisory services to deliver personalized wealth management.Personal Capital puts your entire financial life at your fingertips, and provides the tools to analyze where you are and how to get where you want to go.Our founding team is comprised of some of the nation’s leading financial technology and e-finance executives, backed by IVP, Venrock, Crosslink Capital, USAA, BBVA, Corsair Capital and BlackRock.Our goal is simple: help clients lead better financial lives through technology and people.

Personal Capital is the next-generation financial advisor. We combine technology with world-class advisory services to deliver personalized wealth management.Personal Capital puts your entire financial life at your fingertips, and provides the tools to analyze where you are and how to get where you want to go.Our founding team is comprised of some of the nation’s leading financial technology and e-finance executives, backed by IVP, Venrock, Crosslink Capital, USAA, BBVA, Corsair Capital and BlackRock.Our goal is simple: help clients lead better financial lives through technology and people.

As an Equity Portfolio Manager, I managed over hundreds of separately managed accounts benchmarked to domestic and international indexes, including the Russell 3000, S&P 500 and MSCI EAFE. The unique skill I brought to the team was my ability to design scripts and visual basic software files to eliminate manual procedures carrying operational risk, saving our team hours of time to be more productive elsewhere.

Calculated the closing net asset value (price per share) of securities lending, bond and domestic and international equity mutual funds.

Within three months of employment, I was promoted from doorman to manager. I ran the day to day operations of the restaurant including presentation, inventory/ordering, accounting and pro forma statements.

Interned at Northern Trust over the summer of 2010 in Risk Compliance Treasury Management assisting various officers including the Bank Risk Manager, Foreign Exchange Risk Manager, and Credit Risk Manager.