United States
U.S. Marine Corps Veteran Finance Student at Penn State University
Assisted with financial planning and scenario modeling for clients using RaymondJames. Shadowed senior advisors throughout the client lifecycle; gained insight into portfolio strategy and client management. Contributed to portfolio tracking and performance review initiatives.
Participated in The Externship, an 8-week, virtual financial planning focused on real-world application of financial planning skills. Over the summer of 2025, I: • Earned 500 CFP® Board Standard Pathway Experience Hours • Prepared for and reviewed real client meetings, completed elements of client plans • Learned directly from 50+ professionals across the industry • Gained hands-on experience with tools like eMoney, Asset-Map, and more • Earned eMoney Certification
Assist in Underwriting tasks and customer relations.
Team Leader, Corporal, and Vehicle Commander within an infantry unit operating highly complicated missile systems. Leader and fully responsible for diverse team of 4-5 junior Marines around the clock.