My educational journey then led me back to the University of Madison, where I pursued and obtained an MBA. This experience deepened my understanding of the multifaceted nature of business operations and strategies. During this time, I also engaged in consulting for Nerdy Inc., a leading, publicly traded educational platform known for its comprehensive coverage across various subjects. This tenure was a crucial learning curve; I observed their strengths and, more importantly, identified areas where clients felt underserved and stressed. These insights were instrumental in shaping my entrepreneurial vision. I channeled these experiences into creating a unique and more client-centric approach, culminating in the birth of my own company - Securities Coach.

University of Wisconsin-Madison
Sep 2021 - Jul 2023
Master of Business Administration

With over eight years of enriching advisory experience, my professional journey began with an esteemed private wealth management firm. This U.S.-based private investment firm, renowned for its impressive management of approximately $3 billion in assets under management (AUM), has been a pivotal chapter in my career. Here, I honed my skills and expertise in the complex world of finance, contributing to the firm's robust portfolio that boasts total assets exceeding $6 billion. This experience has been instrumental in shaping my approach to wealth management and financial advising, embedding a deep understanding of client needs and market dynamics. My time in private wealth management has been a cornerstone in my ongoing commitment to excellence and personal development in the financial sector.