In partnership with NAPFA, this program was created by four fee-only financial planners who had a vision to change the complexion of the financial planning profession. Thus, the BLatinX Internship Program (BLX) was born. Our goal is to place at least 100 aspiring Black and Latinx financial planners with meaningful paid internships for the summer of 2021. This program is open to both students and career changers.

• Spearheaded Personal Capital's Financial Fitness campaign. I positioned Personal Capital as an employee benefit that companies can provide to their workers. I presented 10 Lunch & Learn seminars focusing on a variety of personal finance topics covering 401(k)s, stock options, and maximizing employee benefits. I presented to over 300 employees which resulted in 9 new signed clients. • Initiated a financial literacy quarterly newsletter and grew the subscription base from 205 to over 600 readers in the span of four months. The newsletter had a 40% open rate with zero un-subscriptions.

At the Raymond James branch office of Doug Gross, CFP®, we provided comprehensive financial planning and investment management services to high net worth individuals and their families.• Conducted internal fee structure analysis and recommended increasing fees to market rates, which would lead to a 10% increase in top-line revenue• Streamlined performance reporting by creating an automated query, shortening the information delay by two weeks and reducing manual data gathering

MyVest’s mission is to secure the financial future of more families by enabling their advisors to provide personalized wealth management at scale. With MyVest, formerly underserved investors receive personalized solutions, advisors spend more time with clients and prospects, and wealth management firms grow into more scalable, profitable businesses. • Led multi-channel marketing strategy by creating sales and advertising collateral used by our business development team resulting in negotiations with several new prospects• Analyzed financial planning software providers and identified strategic partners to complement MyVestʹs core offerings in order to provide a bundled services package• Won the Leadership Award, along with my cross‐functional team, at MyVestʹs annual hackaton by creating a culture video used for recruiting purposes

This engagement was part of the Multidisciplinary Action Project (MAP) program at Ross. The goal of this MAP was to understand the financial needs of the underbanked population in India. As part of the project, our team conducted over 100 field interviews in the cities of Chennai and Salem. The deliverables of the project were a demand estimate for the financial needs of this population as well as a recommendation for additional products and services to meet these financial needs.

Hokanson Associates, Inc., established in 1987, provides investment management and comprehensive financial planning to high net worth individuals and families in a team-oriented environment. We offer customized advice and solutions without selling any products or receiving any commissions. Our goal has always been to remain 100% independent in our advice and our motivation so that our focus is solely centered around our client's needs and goals.• Enabled high net worth clients (between $2M‐$10M) to achieve personal financial objectives and increased their projected retirement success rate to over 70%• Instituted tax optimization strategies for required minimum distributions (RMDs) from tax‐deferred accounts, eliminating exposure to a 50% tax penalty for 75 clients• Authored white papers on financial planning topics to promote cross‐training within the firm, as well as to provide further educational support for clients

Global Securities Analyst, 2007-2008• Selected for 3-month assignment in London to train new associates on corporate action research techniques, critical reasoning skill development, and market data vendor use• Led team of associates responsible for validating and auditing reference information for over 15,000 assets in our internal databaseGlobal Securities Associate Level 2, 2005-2007Global Securities Associate Level 1, 2004-2005