Occupation
VP of Investments – Private Client Advisor, JP Morgan Chase
College / Degree
Parker College of Business
B.S., Economics; MBA
Career Accomplishments
Honored with the Chase Award
I was honored with the Chase Award in recognition of my exceptional client service, as well as my ability to build, retain and deepen client relationships while fostering strong leadership and collaboration among my peers.
Received the Golden Spoke Award
I received the Golden Spoke Award at Wells Fargo for my consistent success in growing and maintaining client relationships, with an unwavering commitment to prioritizing client needs and delivering outstanding service.
Promoted to Vice President of Investments, Private Client Advisor
At the age of 27, I was promoted to Vice President of Investments, Private Client Advisor, reflecting my performance, leadership and dedication to excellence in the financial services industry.