Conducting due diligence for investments, providing assistance to advisors with investment- related tasks, forecasting market returns by running regression analyses using economic variables, assisting in the surveillance of Schwab, Fidelity, and TD Ameritrade accounts, and much more. Also serves on IFP’s Investment Advisory Committee.
Career before IFP:
Started in the financial industry in 2009 in Goldman Sachs’ Investment Banking Operations department in New York City. More recently, served as a Business Analyst for Citigroup’s global custody business in Tampa, Florida.
MBA, University of Florida – Hough Graduate School of Business
BBA, University of Massachusetts Amherst – Isenberg School of Management Finance and Operations Management. Graduated Summa cum Laude