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Aspiring finance professional with expertise in investment analysis.
Experience
Investment Banking Spring Analyst
Merritt Healthcare Advisors
Feb 2024 - Present (1 year 9 months)
Student-Athlete
University of Florida NCAA Division I Men’s Swimming
Aug 2023 - Present (2 years 3 months)
Active Member
University of Florida Student Finance Group
Aug 2023 - Present (2 years 3 months)
Private Equity Summer Analyst
NextGen Growth Partners
Jun 2025 - Sep 2025 (3 months)
Investment Summer Analyst
Holbrook Management, LLC
Jun 2024 - Jun 2025 (1 year)
JK
United States70k-100k USD
Motivated finance professional with expertise in financial analysis and forecasting.
Experience
Investment Operation Specialist
MAI Capital Management
Feb 2022 - Present (3 years 9 months)
DBCFA Level II Analyst specializing in trading and portfolio management.
Experience
Analyst - Trading & Portfolio
39k Group
Sep 2024 - Present (1 year 2 months)
Sr. Customer Support Executive
Angel One Limited
Feb 2024 - Present (1 year 9 months)
AI
India2000k-3500k INR
Finance leader combining wealth management expertise with content strategy and growth-driven editorial leadership.
Experience
Business Head - Editor
Qrius Creative Labs
Oct 2020 - Aug 2024 (3 years 10 months)
ML
SCHighly versatile and analytical sales professional
Experience
Sales Executive
InvertirOnline
Mar 2021 - Jan 2023 (1 year 10 months)
AAInvestment professional with expertise in product strategy and fund onboarding.
Experience
Product Specialist
DBS Bank
Aug 2021 - Mar 2025 (3 years 7 months)
Transformation Analyst
Deutsche Bank
Nov 2020 - Aug 2021 (9 months)
KYC Assistant
KEB Hana Bank
Jul 2019 - Jan 2020 (6 months)
AFHigh-performing investment analyst with expertise in financial analytics.
Experience
Principal Investment
DPO&Co
Sep 2022 - Present (3 years 2 months)
Investment Analyst
Canopus Advisors
Jan 2023 - Jun 2024 (1 year 5 months)
Business Analyst
PT Nusantara Cipta Utama
Finance professional focused on asset management, investment strategy, and alternative investments.
Experience
Strategy Analyst
Tap Capital
Apr 2025 - Jun 2025 (2 months)
NIAssociate
Nomura Research Institute
Jul 2022 - Feb 2025 (2 years 7 months)
Equity Research Intern
Sharekhan (Mirae Asset Management)
Dynamic financial analyst with expertise in corporate finance and investment.
Experience
Senior Associate – Corporate Finance
PKF Consulting(K) Limited
Jan 2024 - Present (1 year 10 months)
Associate – Corporate Finance
PKF Consulting(K) Limited
Jan 2022 - Dec 2023 (1 year 11 months)
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Experienced portfolio manager and relationship manager specializing in wealth and trust services.
Experience
Portfolio Manager
RCBC Trust Corporation
Sep 2024 - Present (1 year 2 months)
RCRelationship Manager
Rizal Commercial Banking Corporation
Mar 2023 - Present (2 years 8 months)
Experienced financial advisor and data analyst delivering client-focused business solutions.
Experience
SIFinancial Advisor
Sun Life of Canada Phils, Inc.
Oct 2017 - Jul 2025 (7 years 9 months)
Data Analyst
Keywords Studios
Sep 2018 - Jun 2019 (9 months)
Sales Account Executive
OSRP, LLC
Jul 2010 - Sep 2018 (8 years 2 months)
Canada70k-130k USD
Experienced Compliance and Financial Services professional
Experience
Senior Compliance Officer
BMO Private Wealth
Oct 2023 - Present (2 years 1 month)
Compliance Officer
Investment-focused analyst with 4+ years in stock research, financial analysis, and HR/finance hybrid expertise.
Experience
Independent Stock Market Analyst
Self Employed
Jan 2019 - Present (6 years 10 months)
DDDynamic Chartered Accountant and MBA Finance with strategic consulting expertise.
Experience
Investment Banking Associate
Noesis Capital Advisors
Dec 2024 - Present (11 months)
Strategy Consultant
Reliance
Jun 2024 - Jul 2024 (1 month)
Project Manager – Strategy
Experienced wholesale banking credit analyst and corporate advisor specializing in credit risk, EWS and investment appraisal.
Experience
Freelance Corporate Advisor
Independent Consultant
Nov 2016 - Present (9 years)
DBManager - Project SER Operations
Dun & Bradstreet
Nov 2017 - Apr 2018 (5 months)
IAExperienced Financial Advisor and Customer Service Professional.
Experience
Customer Service Representative
SSG
Dec 2022 - Present (2 years 11 months)
Account Executive
Covenant Insurance Brokers
Oct 2021 - Oct 2022 (1 year)
Financial Advisor
Covenant Insurance Brokers
Botswana90k-150k USD
Strategic finance professional skilled in financial planning, portfolio management, and compliance.
Experience
Junior Financial Planner
Taylored Advice Group Outsource Proprietary
Jul 2024 - Present (1 year 4 months)
Detail-oriented financial consultant with expertise in financial planning.
Experience
Financial Consultant
Old Mutual Finance
Jul 2024 - Present (1 year 4 months)
Financial Advisor
Momentum Financial Planning
Mar 2022 - Mar 2024 (2 years)
Volunteer Tutor
Local High School
LWResults-oriented financial services professional with expertise in debt recovery.
Experience
Collections Agent / UK Taskforce Lead
Manpower (Contracted to Capgemini – FedEx Project)
Apr 2025 - Present (7 months)
Self Employed Financial Advisor
Acton Financial Services
Jan 2021 - Present (4 years 10 months)
Experienced financial strategist with a focus on generational wealth building.
Experience
Financial Strategist / President
Planwise Partners, LLC
Jan 2020 - Present (5 years 10 months)
President / CEO
COD Protection Services
Jan 2016 - Dec 2021 (5 years 11 months)
Vice President & President Roles
Security Industry
Sector Manager
Ashland University Eagle Investment Group
Apr 2020 - May 2021 (1 year 1 month)
Creative Finance Intern
Lonely Ghost
May 2020 - Sep 2020 (4 months)
Sr. Executive (Omni Advisor)
Motilal Oswal Financial Services Ltd
Jan 2023 - Present (2 years 10 months)
Advisory and Investment Products
Motilal Oswal Private Wealth Management Ltd
Feb 2016 - Jun 2019 (3 years 4 months)
HTEditorial Intern
Hindustan Times
Feb 2021 - Oct 2022 (1 year 8 months)
Business Analyst
PT FKS Trukindo Utama
Mar 2020 - Feb 2021 (11 months)
Intern
PT Sinar Tambang Arthalestari
Feb 2017 - Apr 2017 (2 months)
Oct 2021 - Nov 2021 (1 month)
Lecturer
University of the Philippines
Feb 2022 - Present (3 years 9 months)
Contributing Writer
Cosmopolitan Philippines
Jul 2022 - Jan 2023 (6 months)
PBRelationship Manager
Philippine National Bank
Jan 2021 - Jan 2023 (2 years)
Inbound Sales Agent
NCO
Mar 2006 - Jul 2010 (4 years 4 months)
BMO Private Wealth
Apr 2022 - Oct 2023 (1 year 6 months)
Financial Services Consultant
Sun Life
Mar 2021 - Apr 2022 (1 year 1 month)
Financial Advisor
Sun Life
Jul 2019 - Feb 2021 (1 year 7 months)
Ethera Health
Dec 2023 - May 2024 (5 months)
CFM (FP&A) Analyst
Accenture
Mar 2021 - May 2023 (2 years 2 months)
Transfer Pricing Assistant
BDO
May 2018 - Aug 2020 (2 years 3 months)
Domain Expert - Credit Systems
Intellect Design Arena
Nov 2016 - Apr 2017 (5 months)
HBSenior Manager - Wholesale Credit Risk
HDFC Bank
Apr 2016 - Jul 2016 (3 months)
KBSenior Manager - Credit Monitoring
Kotak Mahindra Bank
Jun 2014 - Oct 2015 (1 year 4 months)
Mar 2021 - Oct 2021 (7 months)
Program Assistant - Event & Community Support
Missionaries of the Poor
Mar 2014 - Dec 2020 (6 years 9 months)
Quality Assurance Officer
H.E.A.R.T Trust NTA
May 2020 - Jun 2020 (1 month)
Paraplanner
Taylored Advice Group Outsource Proprietary Limited
May 2023 - Jul 2024 (1 year 2 months)
Accounting Intern
Office of the Accountant General
Jun 2022 - Apr 2023 (10 months)
Financial Service Representative
First Capital Bank
Sep 2018 - Oct 2020 (2 years 1 month)
Mar 2020 - Jan 2021 (10 months)
Student Library Assistant
University of Johannesburg
Mar 2019 - Nov 2019 (8 months)
Furthers Case Handler
Equiniti Hazell Carr
Sep 2019 - Present (6 years 2 months)
IFA Administrator / Trainee Paraplanner
Burfield Financial Planning
May 2018 - Present (7 years 6 months)
Telephone Collections Agent
The Debt Collection Agency Ltd
Feb 2016 - Present (9 years 9 months)
Jan 2010 - Dec 2018 (8 years 11 months)
