Experience
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Safe Harbor Financial (Full-time · 5 yrs 7 mos)
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Portfolio Manager
May 2023 - Present · 3 yrs 2 mos
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Senior Private Banker
Jan 2022 - May 2023 · 1 yr 5 mos
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Private Banker
Dec 2020 - Jan 2022 · 1 yr 2 mos
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Accounting Specialist at The Granite Peak Group
Mar 2019 - Nov 2020 · 1 yr 9 mos
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Intern at RBC Wealth Management Financial Services Inc.
May 2016 - Sep 2016 · 5 mos
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Assistant Manager at K&L Mini Storage
Apr 2015 - Sep 2015 · 6 mos