My role is to assist our Investment Committee as an investment research analyst and execute all trades when client accounts need to be reallocated or rebalanced. I also conduct quality control on our clients' performance statements to ensure accuracy in our reporting.
I joined California Capital Management in 2013. Currently, I am studying to be a Chartered Financial Analyst. My goal is to earn my Chartered Financial Analyst designation by 2020.
My professional background varies from customer service to education planning. Prior to joining Cal Cap, I spent three years guiding hundreds of families through the college admission and financial aid processes.
Music is a big part of my life, and I enjoy singing karaoke and going to concerts with my friends.