About


Education

The University of Texas at Austin

Austin Community College

  • A.S. Business Administration, Austin Community College, 2024
    • Austin Community College Honors Program, Phi Theta Kappa International Honor Society

Professional Experience

Wealth Management Intern & Client Liaison, The Fox Alliance Wealth Advisors

The Fox Alliance is a wealth management and tax strategy firm founded in 2014 and headquartered in Austin, Texas. Since September 2021, I have been a Wealth Management Intern, where I support financial advisors and planners in enhancing operational efficiency and client service. My daily responsibilities involve analyzing client and investment data, developing new financial models, creating financial dashboards, and producing proprietary investment research for the firm.

Among my most notable achievements are:

  • Launching an Excel and VBA model that allowed firm to efficiently purchase $20M in opportunistic stocks among 900 client accounts.
  • Deploying a discounted cash flow model to assist partners evaluate enterprise acquisitions worth over $3M, reducing computation time by 90%.
  • Engineering a dynamic Power BI dashboard that enables real-time visualization of historically inaccessible Assets Under Management and Production KPIs. Read More
  • Creating proprietary lead-conversion research using data from 30 firms in 7 Texas territories to convey improved client acquisition opportunities with company partners. Read More
  • Overhauling firm’s client-facing investment proposal model using Excel and Visual Basic for Applications so client portfolio creation is more efficient and optimized. Read More
  • Researching and hiring a technology consultant and data analytics team to produce an advanced dashboard for The Fox Alliance’s tax practice.

Equity Research Analyst Intern, Westlake Securities

Westlake Securities is a boutique middle market investment bank founded in 2003 and headquartered in Austin, Texas. I served as an Equity Research Analyst Intern in Fall 2024, where I produced research on energy and industrials sectors equities.

Technology Consultant, James A Baker Coaching

From December 2023 to May 2024, I served as a technology consultant for James A. Baker Coaching.

University Leadership

Texas Blazers

  • Vice Chair of Fundraising, The University of Texas at Austin, Fall 2024 - Spring 2025
  • Fundraising Committee Member, The University of Texas at Austin, Spring 2024
  • Selections Committee Member, The University of Texas at Austin, Spring 2024

Collegiate DECA

  • Vice President, Texas, Spring 2023 - Fall 2023
  • Human Resources Officer, Austin Community College, Fall 2022 - Spring 2023

Phi Theta Kappa International Honor Society

  • Alumni Member, Fall 2023 - Present
  • Honors in Action Officer, Austin Community College, Spring 2023
  • College Project Officer, Austin Community College, Fall 2022

Additional Memberships

Licenses and Certifications

Securities Licenses

I hold my Series 7 and Series 66 licenses with LPL Financial. I have also passed the SIE exam. You can find my BrokerCheck registration here.

Harvard Professional Certificate in Computer Science for Python Programming (In progress)

In 2025, I am working on Harvard College’s Professional Certificate in Computer Science for Python Programming. During the 2-course sequence, students develop expertise in advanced Python concepts, as well as familiarity in C, SQL, JavaScript, HTML, and CSS. By the end of the program, students create a piece of software implemented in any (or multiple) language(s) that solves a relevant problem of interest.

Google Data Analytics Professional Certificate (2023)

In 2023, I earned Google’s Data Analytics Professional Certificate. During the program, I developed advanced proficiency in Excel, SQL, Tableau, and R. I am proficient in data cleaning, data visualization, and data analysis.

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