Aspiring wealth management professional with interests in financial analysis, client relationships, and long-term financial planning.
I'm currently studying at Brigham Young University and pursuing a career in finance and wealth management. In my current position at FMG, I work with financial advisors across the country, helping them with website management, marketing technology, and client support solutions.
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.
Analyze financial statements and cash flow reports to identify trends, support financial reporting, and assist company leadership with expense tracking, reconciliation, profitability evaluation, and process improvement.
Resolve an average of 140 cases per month while maintaining a 97% customer satisfaction rate. Provide timely solutions to escalated client inquiries and perform within the top 5% of team performance metrics.
Performed TF-IDF keyword analysis across 50 competitor websites, conducted focus groups, and applied research findings to guide A/B testing and improve client conversion by over 10%.
Organized practices and games, coordinated schedules with school administrators and coaches, and helped develop strategy through performance review and player development.
Bachelor of Science in Pre-Business · 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.