What is your professional background?
I graduated from Connecticut College in May 2020. I double majored in International Relations and East Asian Studies and minored Economics. During college I interned with the Watermill Group a private equity firm in Lexington MA, attended the Tuck Business Bridge Program at Dartmouth and studied abroad in Beijing, China.
What guides your financial principles?
Save, invest and set goals.
What brings you the most satisfaction professionally?
Being valuable to my team and helping clients achieve their goals.
What is your favorite movie / book / album / TV show?
Django Unchained or The Revenant.
Do you have a favorite quote?
All of life is peaks and valleys. Don’t let the peaks get too high and the valleys too low.
What is your motto?
When and where are you happiest?
When I am traveling or playing basketball with friends and family.