Finance professional, recently completed the CFA Level II exam, with a strong foundation in financial analysis, valuation, and accounting. Passionate about private wealth management and committed to helping clients achieve their long-term goals through tailored strategies across investments, superannuation, retirement, insurance, and estate planning.. Skilled at simplifying complex financial concepts into clear, actionable advice. Recognized for attention to detail, and strong interpersonal skills, with a long-term goal of becoming a licensed Financial Adviser and building lasting client relationships..
CFA Research Challenge — Sub-Regional Finalist
TAMID Investment Banking Pitch Competition
TAMID Stock Pitch Competition