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I am currently a junior at the University of Michigan and I have worked in the financial service industry since 2008 with experience in Asset Allocation, Portfolio Management, Retirement, Education, Net Worth, Insurance, and Morningstar Analysis. I also have experience in developing portfolios for high net worth clients and prospects.

Work experience

Jun 2008Aug 2008


Citi Group
  • Worked on researching and preparing long-term asset management strategies for high net worth clients of Citi Smith Barney in Westwood, Los Angeles, CA.
  • Experience in financial research and helping to prepare presentations and proposals to clients relative to asset protection and wealth management.
  • Skilled using Internet applications, Excel, Word and PowerPoint for research, data collection and analysis, for client presentation-focused projects.
Jun 2007Sep 2007

University Health Services Marketing Consultant

University of Michigan-Ann Arbor
  • Studied and Proposed alternatives ways of reaching out to University students with UHS programs
  • Designed new marketing pamphlets
  • Proposed changes to program structures to enhance appeal to students
Aug 2006Apr 2007

Advertising Chair

Baits Hall Council
  • Planned Advertising program for events held by hall council throughout the University
  • Wrote detailed reports on preferred types of advertising for student outreach
  • Organized activities for Freshman to meet one another
Aug 2006Apr 2007


Michigan Advertising and Marketing
  • Created new advertisement strategy for local coffee shop



Sociology: Economy

Jan 2009May 2009

Universitat Autonoma de Barcelona

Studied abroad for 4 months.