Support daily operations at a registered investment advisory firm (RIA) located in Austin, Texas, with a focus on delivering high-quality client service and ensuring accurate performance reporting for over 800 alternative investments across 14 funds. As a Series 65–licensed Investment Adviser Representative, I assist with portfolio management and executed trades for 145+ client accounts custodied at Fidelity and Charles Schwab.

I continue to add value to the firm by streamlining internal and external processes. Most recently, I revamped the client onboarding experience by building DocuSign Maestro workflows, reducing average onboarding time by 40%.

Over the course of three two-week outdoor adventure programs in Hawaii and Kauai, I mentored 28 high school students, helping them grow as leaders and push beyond their comfort zones. I led daily group conversations and reflection activities that focused on building confidence, communication, and problem-solving skills in outdoor and cross-cultural settings. Along the way, I also handled the behind-the-scenes logistics—from transportation and meals to safety planning—adapting plans on the fly as conditions changed.

I led a team of five students to create and launch data-driven marketing campaigns for the Downtown Chapel Hill Partnership, reaching more than 15,000 people on Instagram and TikTok. I ran weekly check-ins with both the team and the client, managed project timelines and deliverables, and ensured everyone stayed aligned from planning through execution.