How I arrived at RWM
“My passion for investing and helping people develop a sound investment plan to meet their financial goals started after my family experienced the impact the 2008 financial crisis firsthand. Ever since then I have been curious and try to learn as much as I can about financial markets. That curiosity and passion led me on a path to a career in the financial services industry right out of college where I quickly realized that I am most passionate about trading and improving the operational side of a financial services firm in a way that puts clients first. I followed the work of RWM members since the start of my career and always said to myself that I would immediately apply if an opportunity should arise on the operational side of RWM. When that opportunity came earlier in 2019 as RWM sought to hire an assistant trader to help scale the firm’s operational capabilities I immediately reached out, and the rest is history.”
Favorite part of the job
“My favorite part of the job is working alongside my colleagues to help clients align their investments with their financial goals. Whether that means repositioning an existing client’s portfolio in preparation for a big life change or helping a new client reposition their investments after completing a financial plan for the very first time.”
When I’m Not Working
“I am a history buff and really enjoy reading about global history. I exercise as much as I can and enjoy spending time with my friends and family.”
