- Joined Prime Buchholz in 2021
- Entered the investment industry in 2021
- Tracks and reconciles the performance data of clients’ investments, ensuring accuracy and transparency
- Previous experience: Performance analyst at Prime Buchholz; client service at Epic Systems
- Dual B.S. in actuarial science and business with a concentration in financial technology from Worcester Polytechnic Institute
- Member of the CFA Institute/CFA Society Boston