Researched and designed financial plans and investment portfolios for multiple mock clients utilizing Morgan Stanley’s LifeView Financial Goal Analysis tool and Morningstar. Presented and defended optimized investment strategies to a team of Morgan Stanley financial advisors. Developed and delivered a financial literacy capstone presentation for high-net-worth clients’ children (ages 18-30), emphasizing the significance and long-term impact of early wealth management, investing, and savings… Show more Researched and designed financial plans and investment portfolios for multiple mock clients utilizing Morgan Stanley’s LifeView Financial Goal Analysis tool and Morningstar. Presented and defended optimized investment strategies to a team of Morgan Stanley financial advisors. Developed and delivered a financial literacy capstone presentation for high-net-worth clients’ children (ages 18-30), emphasizing the significance and long-term impact of early wealth management, investing, and savings strategies. Actively participated in meetings with wholesale partners and representatives from across many Morgan Stanley Lines of Business. Show less

Coached and mentored aspiring competitive gymnasts ages 3-12. Initiated the development of formal lesson plans, focusing on training gymnasts to advance to the competitive level. Trained and mentored junior coaches, helping to develop strong coaching and leadership skills. Encouraged confidence and strength while maintaining a fun learning environment

Promoted to lead counselor and referred for future manager role due to leadership skills and parent feedback. Encouraged campers in setting and achieving personal gymnastics goals, fostering self-confidence and motivation. Corresponded closely with parents to provide feedback on gymnasts' progress and to build a supportive community. Built leadership and communication skills while taking on a managerial role

Founded the camp to provide a positive, social, outdoor summer camp experience for kids during COVID-19. Identified and addressed parents' need for childcare, and childrens’ need for social interaction in the midst of the pandemic lockdown. Created 6 week-long camps for 7 kids per week.Created and managed all aspects of Camp Tegan: ideation, marketing, hiring 4 counselors, activity planning, sourcing supplies, scheduling, budgeting, pricing, ROI analysis, and payroll. Worked with… Show more Founded the camp to provide a positive, social, outdoor summer camp experience for kids during COVID-19. Identified and addressed parents' need for childcare, and childrens’ need for social interaction in the midst of the pandemic lockdown. Created 6 week-long camps for 7 kids per week.Created and managed all aspects of Camp Tegan: ideation, marketing, hiring 4 counselors, activity planning, sourcing supplies, scheduling, budgeting, pricing, ROI analysis, and payroll. Worked with parents and campers to resolve challenges (masks, friendships). Received positive feedback, repeat campers, and requests for additional sessions. Show less