Tutor Information
About
I am an experienced financial advisor in wealth management and capital fundraising. I have over 7 years of industry experience that has helped me develop my skills in estate, legacy, and financial planning. I have worked on city pension committees and non-profit organizations developing budget and capital fundraising plans. As a financial advisor, I must understand the intricacies of investing but also develop the interpersonal skills needed to turn a stranger into a client. I have a bachelor’s degree in finance and a master’s degree of Legal Studies with a focus on Wealth Management. A typical advisor focuses on just the budgeting and investing aspect of finance, but I help optimize individuals, families and organizations but helping identify the tax consequences and legal liability they might incur without the proper guidance.
Location
Glendale, California, United States
Language
English
Timezone
America/Los_Angeles
Subjects
Levels
Elementary
Middle School
High School
College/University
Professional
Education
Texas A&M School of Law
2021 - 2022Masters degree in Legal Studies, Wealth Management
California State University of Los Angeles
2014 - 2017Bachelors of Science, Finance
Work Experience
Wells Fargo
May 2022 - presentSenior Financial Advisor
-Building, cultivating and strengthening relationships to drive new business opportunity for Wells Fargo commercial and investment banking teams via
internal/external prospect pipelines
-Develop and implement investment portfolios by serving 400+ high-net-worth and ultra-high-net-worth clients with over $1.1 billion AUM
-Prepare detailed marketing materials, such as due diligence work, financial plans and pitch books to nearly 100 clients in the last 12 months leading to an
increase in 15% of revenue
-Keep abreast of industry/market trends and developments while maintaining sound working knowledge of equities and fixed income markets
ExEd
October 2017 - July 2018Accounting Analyst
ExED is a nonprofit organization that fosters the development and management of high-performing charter schools, in which I worked directly with ten
charter schools across L.A. County.
-Trained school site office managers on accounting procedures and internal controls, visited client sites and assist with ad hoc or special projects as needed,
directly interacted with charter school clients to address inquiries and provide process guidance
-Prepared: all financial reporting to the public chartering agencies of clients, monthly financial statements for client schools; Reviewed vendor invoices, fulfilling check requests, scanning and storing documents, and maintaining vendor, school employee, and accounting files
Merrill Lynch
July 2017 - May 2022Financial Advisor
-Designed customized investment strategies for high-net-worth individuals by leveraging a holistic, diversified wealth management approach, including
conducting in-depth financial analyses
-Worked on the Beyond Meat, Agilon Healthcare, & Xponential IPO reserve share program, executing the sale of 600,000 shares in one day
-Developed a book of business guided by the advisor program goals for assets under management and required revenue production, which led me to
become part of the top 15% overall advisors nationally within Merrill Lynch; designed complex financial, estate and business planning solutions worth in
excess of $60 million