I’ve always wanted to help individuals and families plan for their financial future, which is why I gravitated towards finance in college. Since obtaining my degree, I’ve worked in different financial settings where I’ve been able to work towards my goal of helping others gain a better understanding of their finances. This can be seen most prominently through my work with CSUN-Vita Clinic, where I consulted with low-income individuals, seniors, students, families, and ESL speakers to complete their taxes in compliance with laws and regulations through cost-free tax services.
Some of my areas of expertise include:
► Evaluating financial markets and banking opportunities to simplify complex financial concepts for clients while building rapport, credibility, and trust
► Creating strategic finance solutions based on market segments, pricing differentials, and trends
► Handling and prioritizing multiple competing assignments, and effectively managing projects and deadlines
► Consulting with peers and analyzing feedback to define strategic solutions to solve complex problems
When not at work, you’ll often find me spending my time outdoors, going to the gym, or watching travel documentaries.