Finance sophomore at Texas A&M Mays Business School seeking Summer 2026 internship in wealth management or financial planning. Prior client-facing experience at a Houston RIA managing client portfolios from $50K to $10M AUM.
Texas A&M University — Mays Business SchoolExpected May 2028
Bachelor of Business Administration • Major: Finance • Minor: AI in Business • GPA: 3.4/4.00 • College Station, Texas
Wealth Design GroupJune 2025 – July 2025
Financial Advising Intern • Houston, Texas
- Supported advisory team managing client portfolios ranging from $50K to $10M in assets under management (AUM)
- Analyzed client financial plans and risk profiles across individual and small business accounts to inform investment strategy decisions
- Researched and evaluated bond brokerage platforms, presenting findings to senior advisors to support potential partnerships
- Participated in 40+ client calls and contributed to planning and execution of client events with 70+ attendees
Texas A&M Recreational SportsNovember 2025 – Present
Sports Club Supervisor • College Station, Texas
- Oversee operations and compliance for 40+ club sports teams, ensuring accurate tracking of liability documentation and risk management
- Coordinate scheduling and facility usage to optimize operational efficiency across multiple teams and events
Starbucks Coffee CompanyJune 2023 – August 2024
Trainer and Barista Partner • Katy, Texas
- Operated in a high-volume location generating $8,000–$10,000 in daily revenue
- Trained 3 employees in customer service standards and operational procedures
Freshman Organized in Unity & Respect (FOUR)May 2025 – Present
Service Executive • College Station, Texas
- Manage all service projects for a 120+ member student organization; execute large-scale philanthropic events raising $5,000+ per event
- Lead collaboration with the Village Program, a mentorship initiative serving Bryan/College Station elementary schools
Fish CampApril 2025 – Present
Counselor • College Station, Texas
- Introduced 200+ incoming students to Texas A&M culture, traditions, and academics
- Managed risk response protocols and safety responsibilities for counselors and students
Alpha Chi OmegaAugust 2024 – Present
General Member • College Station, Texas
- Raised $95,000 as an organization for Domestic Violence Awareness and Phoebe’s Home (2024–2025 academic year)
- Participate in philanthropic events and weekly organizational planning meetings