Investment Adviser Representative

• Conduct client-facing meetings regarding investment objectives, portfolio performance, retirement considerations, and long-term financial goals
• Perform fundamental equity research, including company analysis and a DCF valuation used in an internal investment presentation
• Participate in weekly investment discussions on geopolitical developments, macroeconomic conditions, market implications, and portfolio positioning
• Operate within an SEC-registered advisory environment, following compliance procedures, documentation standards, personal-trading controls, and regulatory requirements

Skillbridge Fellow

• Observed executive financial-review meetings involving P&L analysis, expense oversight, and strategic operating decisions
• Built structured tracking and communication processes that improved workflow visibility, reporting accuracy, and candidate relationship management
• Managed high-volume outreach campaigns, maintaining professional communication with 100+ prospective candidates daily while tracking engagement through multiple stages of the recruiting pipeline

Training Coordinator (G - 3 Operations, Training Nco)

• Managed the screening and allocation of professional military education nominations supporting 20,000+ Marines across 1st Marine Division
• Coordinated training requirements and school allocations across subordinate units, maximizing utilization of limited training resources
• Reviewed 500+ nomination packages for eligibility, prerequisite completion, and compliance with Marine Corps training requirements

Operations Supervisor (Infantry Squad Leader)

• Led a 12-Marine infantry team in demanding operational environments, overseeing readiness, risk management, and execution
• Served as Range Safety Officer for 50+ live-fire ranges and delivered urban-combat instruction to 100+ foreign military personnel
• Entrusted with accountability for military equipment, weapons systems, tactical gear, vehicles, and organizational assets across multiple assignments representing more than $1 million in cumulative asset responsibility

• LGBTQ: NA
• Ethnicity: NA
• Disability: NA
• Veteran: NA
• First-generation College Student: NA
• Pell Grant Eligibility: NA
• Work Authorization: NA
• Visa Sponsorship: NA