
Financial Consultant | FP&A & Credit Analysis | Business Development & Client Strategy | Entrepreneurial Leader
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● Financial Operations & Analysis: Experienced in FP&A, credit analysis, and financial modeling, with a proven ability to deliver actionable insights, support lending decisions, and enhance operational efficiency.
● Client Engagement & Advisory: Background in financial consulting, credit repair, and wellness education—skilled at translating complex concepts into clear strategies that help individuals and businesses achieve growth.
● Business Development & Entrepreneurship: Founder of Aureus Capital Consulting LLC, offering financial consulting, business funding, and strategic advisory services tailored to diverse client needs.
● Technology & Tools: Proficient in Microsoft Excel, Salesforce CRM, and multiple financial reporting systems; advanced in digital collaboration platforms. Complemented by strong creative skills in photography and videography, used to enhance branding and client storytelling.
Senior Associate - Financial Operations at SS&C Technologies (2024-12 – 2025-09)
Performed reconciliations and control reporting for alternative investment funds, supporting risk mitigation and operational efficiency. Partnered with senior management to improve reporting accuracy across multiple wirehouses.
Relationship Banker at JPMorgan Chase Bank, NA. (2022-11 – 2024-09)
Exceeded sales targets by 20% through proactive client engagement and financial needs analysis. Delivered personalized banking solutions, increasing customer satisfaction and retention.
Financial Wellness Associate at University of Colorado (2021-08 – 2022-11)
Advised 100+ students on budgeting, credit, and loan repayment, improving financial literacy. Delivered workshops on cryptocurrency and decentralized finance, promoting safe investing.
Workplace Participant Services Associate at Fidelity Investments (2020-05 – 2021-01)
Supported retirement plan participants with 401k inquiries and account updates. Protected customer accounts by identifying and mitigating fraudulent activity.
Event Demonstrator at Champion Windows (2018 – 2019)
Marketed services at major events.
Cashier & Order Fulfillment at REI (2018 – 2018)
Processed online and in-store sales.
Bakery Associate at Whole Foods Market (2016 – 2017)
Promoted to baker; trained new staff members.
Bachelors of Business Administration in Management – University of Colorado Denver, Business School (2022-12)
Bachelors of Science in Business Management – Xavier University: Williams College of Business (2018 – 2020)
High School Diploma – Deerfield High School (DHS) (2018)