- Designation:
Associate - International
- Department:
Equities
- Description:
- 8 years investment management and financial analysis experience
- B.S., Brigham Young University, (2020), Finance, magna cum laude; Chartered Financial Analyst® designation
- 8 years investment management and financial analysis experience
- S., Brigham Young University, (2020), Finance, magna cum laude; Chartered Financial Analyst® designation
- Professional Background: Vaughan Nelson (since 2024); Senior Associate: Market & Investment Strategy (2023-2024); Investment Analyst, J.P.Morgan (2021-2023); Data Insights and Analytics, dōTERRA (2017-2020)
- Affiliates, Current and Past: Member CFA Institute
