Motivated finance sophomore with hands-on wealth management internship experience. Combining strong analytical skills with an AI in Business minor to bring a modern edge to financial services.
Professional Experience
Wealth Design GroupJune 2025 – July 2025
Financial Advising Intern — Houston, Texas
- Supported advisory team managing client portfolios ranging from $50K to $10M 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
- Participated in 40+ client calls and contributed to planning 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
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
Leadership & Involvement
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 philanthropic events raising $5,000+ per event
- Lead collaboration with the Village Program, a mentorship initiative in 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)
- Participate in philanthropic events and weekly organizational planning meetings