Dallas, Texas, United States
I am recent graduate from the Terry College of Business at the University of Georgia with double majors in a BBA of Marketing and a BBA in Finance, as well as being involved in several student organizations, such as the American Marketing Association and Women in Business. With my past working experience in the financial services industry, I have strong interests in wealth management and financial advising, and I always enjoy the opportunity of a challenge. In my free time, I enjoy traveling around the world, doing philanthropic work, fitness, floral arranging, trying new foods, and meeting new people. I am always eager to learn new things and connect with others! Please feel free to reach out, I would love to connect!
During my internship at 98|23, a leading private wealth management firm, I gained hands-on exposure to both investment research and client advisory initiatives. - Analyzed investment fund structures by reviewing LPAs and PPMs, identifying firm liabilities and supporting compliance efforts. - Observed and documented the execution of 2,000–3,000 daily trades, learning advanced trading strategies such as cross and parent trades to minimize brokerage costs. - Developed a multi-factor trading strategy for the Consumer Discretionary sector using Bloomberg analytics and key performance indicators (MACD, Forward P/E, EBITDA Margin, EPS revisions), incorporating macroeconomic filters (interest rates, VIX Index, Consumer Confidence). - Collaborated with a cross-functional team of quantitative interns to code and backtest systematic trading strategies, leveraging AI models and technical analysis tools. - Built a large-cap growth equity model integrating quantitative factors (EPS acceleration, ROE, revenue growth, PEG ratio, sentiment analysis) for enhanced investment screening. - Produced impactful marketing collateral and presentations for the Private Wealth Management/MFO division, supporting high-net-worth client outreach and sales initiatives. - Cultivated strong analytical, communication, and project management skills, demonstrating adaptability and initiative in a dynamic financial environment.
Participated in daily team meetings to discuss work distribution, client meetings, and concerns Attended wealth management and introduction to investing presentations by licensed financial advisors to grow in understanding the different portfolio strategies and facets to financial advising Produced financial presentations and models for clients; used excel to manage accounts and organize external archives and documents Conducted background research in investment opportunities and current market trends as well as completed training programs on basic financial information, firm policies, and software applications Worked on a project to create a personal plan, budget, and diversified portfolio using various firm software applications in order to create a savings plan for retirement, a home, and other personal goals
I will be working as a Sales Associate with Gemma Collection over the Holiday season when I am residing in Dallas. I am looking forward to growing my sales experience and working with the amazing tean at Gemma.