Wealth Management Intern
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Collaborated with associates on a team managing over $60B in assets for high-net-worth and institutional clients, primarily within Retirement Plan Consulting Services (RPCS) Conducted due diligence on mutual funds, ETFs, and alternative investments to support advisors with portfolio construction and investment recommendations Assisted with the quarterly reporting processes for 20+ portfolios
Wealth Management Intern at UBS Financial Services Inc. (2025-05 – Present)
Consultant at Table Top Village LLC (2025-04 – 2025-06)
Bachelor of Arts in Business Administration, Concentration: Finance & Accounting – University of Washington, Michael G. Foster School of Business (2026-06)