As a Portfolio/Investment Administrator, I support Agili’s Financial Strategists by compiling reports and assisting the implementation of investment strategies. I graduated as a student-athlete from Virginia Tech and interned with Morgan Stanley for two years while in school.
- Bachelor of Science in Applied Economic Management, including completion of the CERTIFIED FINANCIAL PLANNER™ education track, Virginia Polytechnic Institute and State University (Virginia Tech)
When it comes to tiny moments, I enjoy seeing the ones I love and care about succeed when striving towards goals or certain accomplishments. I feel an added bonus when I am able to help them along the way.