Aspiring wealth management professional with interests in financial analysis, client relationships, and long-term financial planning.
I'm studying finance at Brigham Young University, with graduation expected in April 2028, and pursuing a career in wealth management. As a Client Experience Specialist at FMG, a financial advisor marketing platform, I resolve client inquiries and provide timely solutions to escalated customer issues.
When I'm not working or studying, I love to golf, play pickleball, hit the gym, and spend time with friends and family.
I enjoy meeting people from different backgrounds, learning from their experiences, and finding opportunities to grow.
My faith in Jesus Christ is at the center of everything I do. It shapes my values, guides my decisions, and inspires me to serve others, build meaningful relationships, and continually become a better person.
Resolve an average of 140 cases each month while maintaining a 97% customer satisfaction rate. Perform within the top 5% of team metrics, including response time and customer satisfaction, and provide timely solutions to escalated customer inquiries.
Assisted with financial analysis and modeling to support budgeting, forecasting, and business planning. Reviewed company financial data to identify key revenue, expense, and regular performance trends.
Performed TF-IDF keyword analysis on 50 competitor websites to identify top-performing SEO terms. Conducted focus groups to gather feedback on a landing page and guide A/B testing, improving client conversion by over 10% through findings from the focus groups.
Organized and led an average of six weekly events, including 40+ practice sessions and 15+ games. Coordinated game schedules with other schools’ coaches and administrators, helped develop game strategies, and reviewed performance footage to identify areas for improvement.
Provided clear instructions based on teachers’ lesson plans and daily classroom objectives. Maintained classroom expectations that encouraged self-discipline, responsibility, and respect, and adapted teaching methods for diverse learning needs across grade levels.
Bachelor of Science in Finance · Expected April 2028
The Church of Jesus Christ of Latter-day Saints · May 2021 – May 2023
I am always open to connecting with professionals in wealth management, finance, and related fields.