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Work Background
Evercore Wealth Management, LLCVice President
Dec. 2021San Francisco, California, United States
Merrill LynchRegistered Wealth Management Client Associate
Aug. 2020 - Nov. 2021
Merrill EdgeFinancial Solutions Advisor
Mar. 2017 - Aug. 2020
Charles SchwabFinancial Consultant Assistant
Oct. 2015 - Nov. 2016Pleasanton, California
Oppenheimer & Co. Inc.Registered Client Service Associate-Institutional Fixed Income
Aug. 2015 - Oct. 2015San Francisco, California
Oppenheimer & Co. Inc.Operations/New Accounts
Jul. 2014 - Aug. 2015San Francisco, California
Oppenheimer & Co. Inc.Administrative Assistant
Dec. 2013 - Jul. 2014San Francisco, California
San Luis Sports TherapyAccounting/Administrative Assistant
Jul. 2012 - Aug. 2013
California Polytechnic State UniversityPeer Mentor
Jan. 2012 - Jun. 2013
Riva GrillHostess
Jun. 2006 - Sep. 2010South Lake Tahoe, CA
Design WorkshopOffice Assistant
Jun. 2005 - Sep. 2005
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