Mr. Wealth Manager To FinTech
I started my career in the Private Wealth Management industry, focusing on advanced tax and legacy planning strategies for my clients. I aspire to transition into a role at a Financial Technology company, focusing on expanding access to financial services and creating partnerships to improve financial literacy.
Undergrad School: University of Kentucky
Undergrad Major: Finance
GMAT: Requirement Waived
Age: 27, Ethnicity: White
Other Degree/Certification: Certified Financial Planner Designation
School Name: CFP Board
Extracurriculars: United Way Board Member and President of Young Leaders Organization and Donor Captain, Financial Allocations Committee Member and Community volunteer as a Personal Financial Coach, FOCUS St. Louis Emerging Leaders Program, St. Louis Community Foundation - Professional Institute for Philanthropic Advisors
Title: Wealth Manager
Industry: Banking & Finance
Company: Boutique Firm
Length of Employment: 4 yrs, 10 mos
Big Life Wins:
1) Successfully facilitating the transition of a $25 million family business to next-gen owners and leadership.
2) Being selected by United Way Leadership to serve as President for their new young professionals organization.
3) Launching a new initiative at my current employer focused on providing financial education to local high school students.
Post MBA Goal:
My short-term professional goal is to lead strategic partnerships for a financial technology company.
Long-term, I desire to focus my career on creating inclusive business outcomes, that are beneficial to employees, shareholders, and society. I envision either serving in a leadership role at a FinTech company or transitioning into VC.
Ultimately, I hope to transition careers into a tech-focused role that leverages the power of business and social impact.