About
An accountable and accomplished product leader who delivers solutions and value, as well…
Experience
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Education
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Activities and Societies: Vice President - Kappa Sigma Fraternity, TVA Investment Challenge Portfolio Manager, Phi Eta Sigma National Honor Society, The National Dean's List
Cum Laude Honors in Finance
•Intern, Merrill Lynch & Co. - Private Client Group
-Developed custom client presentations for a relationship valued at approximately $3 billion
-Performed asset allocation analysis, risk assessment, and research for client portfolios
•Certified Product Specialist, CompUSA
-Created technology solutions for customers by advising them throughout the sales process and matching desired capabilities with product attributes
-Augmented sales with…Cum Laude Honors in Finance
•Intern, Merrill Lynch & Co. - Private Client Group
-Developed custom client presentations for a relationship valued at approximately $3 billion
-Performed asset allocation analysis, risk assessment, and research for client portfolios
•Certified Product Specialist, CompUSA
-Created technology solutions for customers by advising them throughout the sales process and matching desired capabilities with product attributes
-Augmented sales with accessories, software, and other devices -
Licenses & Certifications
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