Looking forward to helping you succeed!

I am a BBA graduate from the University of Michigan with a concentration in finance. I work in the Wealth Management industry with Series 7 and Series 66 distinctions. Through undergrad and internship experiences, I have developed a robust understanding of how to utilize Microsoft Excel skills for various business cases. Namely, I have working experience creating leveraged buyout financial models for the private equity firm Oakland Standard and data analysis insights for the startup company S... Read More >>