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Work History

Sep 2012June 2016

Research Assistant

Helfgott Research Institute
  • Assist with administration of medical treatments being researched
  • Public promotion for various ongoing studies
  • Perform functions of technician and phlebotomy while adhering to IRB standards.
  • Operate centrifuge and assist with preparation of blood samples being tested
Jul 2014Sep 2015

North American Treasurer

Naturopathic Medical Student Association
  • Serve as a voting Executive Committee member for the NMSA, an organization that represents medical students in Canada, the United States and Puerto Rico
  • Oversee all financial transactions for United States and Canadian naturopathic medical universities and colleges.
  • Bookkeeping and financial reports with Quickbooks
  • Invoice and collection of sponsorships and school student dues
  • Coordinate fundraising and financial management with chapter treasurers
Apr 2004Oct 2007

Team Manager for Investment and Wealth Services

Columbia Management / Bank of America
  • Obtained Series 6, 26, 63 FINRA licenses
  • Managed a team of 8 customer service representatives and daily transactions
  • Acted as a liaison between the transfer agency call center and Boston Financial Data Services to ensure accuracy and completeness of federal fund wires, adjustments, correspondences, money movement and all other work items
  • Served as a subject matter expert on retirement plans, commission issues, adjustment writing, bookkeeping, complex account escalations and shareholder e-mail correspondence for internal business units


Sep 2011Dec 2016

Doctorate of Naturopathic Medicine

National University of Natural Medicine
  • NUNM’s Doctorate of Naturopathic Medicine is an intensive four–year doctoral program that trains individuals to become primary care physicians with an emphasis on the art and science of natural medicine.
  • 240 clinical hours of supervised IV therapy, coupled with 100 hours of classroom training in IV therapy and phlebotomy.