Client Advisor
Harmont and Blaine
Became a top-performing sales associate within the first two months, built strong customer relationships, tracked key KPIs, and used Spanish fluency to help expand sales opportunities.
Experience
Harmont and Blaine
Became a top-performing sales associate within the first two months, built strong customer relationships, tracked key KPIs, and used Spanish fluency to help expand sales opportunities.
Stella Elevate
Founded and launched an e-commerce brand, owning sourcing, Shopify storefront design, brand identity, and customer acquisition through research-driven digital marketing.
Irish Benedict Investment Banking
Prepared client-ready documents, organized critical business information for small and midsize enterprises, and supported M&A transaction materials with precision and polish.
Alliance Bernstein
Explored personal finance, behavioral finance, investment planning, active and passive opportunities, and trust and estate planning in a fast-paced leadership program.