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Education
The American College of Financial Services (2024 - 2026)
- Degree: [IN-PROGRESS] CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation Program
- Field of Study: Financial Planning and Services
- Description: Activities and societies: Coursework:
HS 300 Fundamentals of Financial Planning
HS 311 Fundamentals of Insurance Planning
HS 321 Fundamentals of Income Taxation
HS 326 Planning for Retirement Needs
HS 328 Investments
HS 330 Fundamentals of Estate Planning
HS 333 Personal Financial Planning: Comprehensive Case Analysis (Capstone)
CERTIFIED FINANCIAL PLANNER™ Certification Program — The American College of Financial Services. Comprehensive coursework covering financial planning principles, insurance, investment planning, tax strategies, retirement planning, and estate planning. The CFP® program prepares professionals to provide holistic, ethical, and client-centered financial advice. Recognized as the gold standard in financial planning, this program meets the education requirement for sitting for the CFP® exam.
Harvard Business School (2025 - 2026)
- Degree: Certificate of Specialization, Accounting and Finance
- Description: - Financial Accounting
- Leading With Finance
- Alternative Investments
Skills:
Leadership, Communication, Sales, Finance, Entrepreneurship, Private Banking, Financial Planning
Work Experience:
Private Client Banker at JPMorganChase
- Location: New York City Metropolitan Area · On-site
- Duration: Apr 2025 to Present
Financial Advisor at Equitable Advisors
- Location: New York City Metropolitan Area · On-site
- Duration: Apr 2024 to Apr 2025
- Description: Worked with individuals, families, and business owners to develop personalized financial strategies focused on long-term growth, asset protection, and tax-efficient planning. Specialized in retirement planning, investment management, life, disability & long-term care insurance, annuities, and legacy strategies. Took a relationship-driven approach to help clients make informed financial decisions aligned with their personal goals and values.
ESG Consulting Student Intern at KAMILO, Inc.
- Location: San Francisco, California, United States · On-site
- Duration: Mar 2022 to May 2022
Marketing Intern at Mental Health America
- Location: Lafayette, Indiana, United States
- Duration: Jan 2021 to May 2021
Teaching Assistant at Purdue University
- Location: West Lafayette, Indiana, United States
- Duration: Aug 2020 to May 2021
- Description: Teaching assistant for 2 semesters for Purdue’s Strategic Issues In Retailing class (CSR404). Position required me to grade papers, coach students to classroom success, run and manage course portal, coordinate with professor to develop new strategies and materials to increase effectiveness of course.
Candidate Intelligence Report
AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.
Career Continuity & Risk Assessment
Gaps between May 2021 and Mar 2022 (~9-10 months) and May 2022 to Apr 2024 (~23 months) exist, with internships filling some time. These gaps could signal interrupted continuity but align with non-linear early career exploration.
Primary focus in financial services with some non-finance internships (marketing, ESG). Overall industry alignment is solid, though diversification introduces variability in the career narrative.
Short stints in internship experiences and a ~1-year tenure as Financial Advisor raise questions about stability, though recent roles show clear progression in client-facing finance.
Education from The American College of Financial Services aligns directly with private banking, financial planning, and wealth management roles; strong alignment.
Career Growth Curve
Best-Fit Roles (Top 5)
Private Client Banker98% fit
Current role with JPMorgan Chase; demonstrates client relationship skills, private banking products, and cross-sell capability; strong brand and network advantage.
Wealth Management Advisor92% fit
Directly leverages financial planning, retirement strategies, and investment management experience from Equitable Advisors; aligned with growth in private wealth clients.
Relationship Manager, Private Banking89% fit
Experience in relationship-driven advisory; capable of managing high-net-worth portfolios and cross-selling across banking and investment services.
Financial Planner / Wealth Planner82% fit
Strong financial planning background; suitable for independent/planner roles focusing on long-term goals for individuals and families.
Senior Financial Advisor78% fit
Proven track record in retirement planning, asset protection, and insurance strategies; fits senior client segments within wealth management.
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