As a Portfolio Administrator, I support Agili’s Financial Strategists by compiling reports and implementing investment strategies. I also contribute to the preparation of client quarterly reviews. Prior to joining Agili, I worked in operations for a financial planning firm in Durham, North Carolina for five years.
- Bachelor of Arts in Business, North Carolina Central University
A meaningful moment for me was when I started my website, Heartthrob Access. The logo includes a heart with a missing piece describing how your heart feels when a loved one dies. I dedicated it to my mom who died when I was 14.