I
Indiana University Bloomington
Bachelor of Science, Public Financial Management
Bachelor of Science
2021 - 2025
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Key Skills
Software
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Top Subject Matter
Wealth Management
Regulatory Compliance & Risk Analysis
Investment strategy
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Freelancer Overview
Wealth Management Associate in Contract Review, Compliance, and Legal Research. Brings 3+ years of professional experience across complex professional workflows, research, and quality-focused execution. Education includes Bachelor of Science, Indiana University Bloomington (2025).
Education
Work History
C
Curi Capital
Wealth Management Associate
St. Joseph
2025 - 2026
N
Northwestern Mutual
Financial Representative (Intern)
Mishawaka
2024 - 2025