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Mr. Wealth Manager To FinTech

About Me:

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

GPA: 3.5

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

Work History:

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.


Target School: Kenan-Flagler

Status: Waitlisted

Considering: Ross


The Experts Rate The Odds At: 10%

  • mbaMission | Odds Assessment: 10%

    Hi Mr. Wealth Manager to Fintech, this is Julie-Anne Heafey from mbaMission. Gosh, sorry to hear about your waitlist at Kenan-Flagler, and your status there makes me wonder about your Ross chances, because it’s been pretty challenging in R2. You seem like a good candidate with a positive mission in life…and I like your active leadership with the United Way and other organizations in St. Louis. I think it could be tough this year to get off the waitlist, however, unfortunately…it’s a very challenging year, and your goals seem rather murky….I can’t quite understand how your tax and wealth management expertise translates to the strategic partnerships in Fintech to drive inclusivity and access. Fintech is so broad – what kind of …

    1 month ago Read the full review

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The Community Currently Rates The Odds At: 15%

  • 15% | 1 month ago

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