Knoxville, Tennessee, United States
MBA in Finance candidate at the University of Tennessee, Knoxville, with experience in wealth management, private banking, and financial advisory. Previously worked at Fidelity Investments supporting clients with retirement planning, investment guidance, and account management, and currently serve as a Graduate Teaching Assistant for FINC 425 – Investment and Portfolio Management. Summer Analyst with Bank of America Private Bank in Nashville. Active FINRA Series 7 and 66 license holder, along with a Tennessee Life & Health Insurance Producer license, with interests in portfolio management, investment strategy, and private wealth advisory.
MBA in Finance and Graduate Teaching Assistant for FINC 425 - Investment and Portfolio Management Focus areas include portfolio management, fixed income, valuation, financial markets, and artificial intelligence application.
Incoming Summer Analyst with Bank of America Private Bank in Nashville, supporting high net worth client advisory and wealth management initiatives.
• Built and managed client relationships by providing guidance on retirement planning, investment strategies, and account management. Series 7 and 66 licensed. TN Life and Health licensed. • Delivered tailored financial solutions by assessing client needs, educating on Fidelity’s products, and ensuring compliance with industry regulations. • Supported clients in executing trades, transferring assets, and navigating complex financial processes with a focus on accuracy and client satisfaction.
Summer 2023 Internship • Assisted in managing procurement and subcontract agreements for F-16 programs, ensuring compliance with government regulations and internal policies. • Partnered with cross-functional teams to evaluate costs, validate part compatibility, and streamline contract processes. • Contributed to supplier negotiations that drove measurable savings and strengthened long-term vendor relationships.