Future Business Leaders of America - Board Member [2022 - Present]
Girl Power USA - Board Member [2021 - Present]
iPlan Education Institute - Board Member [2013 - Present]
College Possible - Board Member [2018 - 2021]
R.J. Leonard Foundation - Board Member [2015 - 2019]
Financial Planning Association - Board Member [2011 - 2018]
Awards:
CFA Institute Inspirational Leader Award โ 2022
Business Elite 40 under 40 โ 2020
Women Economic Forum: Iconic Leader โ 2017
Investment News 40 under 40 โ 2014
Education:
Georgetown University, McDonough School of Business
Abraham Lincoln Association (ALA)
Academy of Legal Studies in Business (ALSB)
American Bar Association (ABA)
American Marketing Association (AMA)
Business Transition Council
CAIA Association
CFA Institute - Board of Regents, Host of Topic @ Hand, Senior Grader, Speaker
CFP Board - Council on Education, CE Sponsor
International Trademark Association (INTA)
Legal Marketing Association (LMA) - 2030 Task Force, Education Advisory Council
Society of International Business Fellows (SIBF)
Women Economic Forum - Advisory Executive Council (AEC)
Board of Directors:
Blue Ocean Global Technology New York, NY - Co-Founder & CEO 2012 โ Present
Girl Power Talk Chandigarh, India - Co-Founder 2017 โ Present
Grupo YaQuedรณ Mexico City, Mexico - Managing Director 2019 โ Present
Blue Ocean Global Wealth Rockville, MD - Co-Founder & CFO 2012 โ 2020
The Bank of Nova Scotia Toronto, Canada - Investment Strategy Group 2011 โ 2012
Merrill Lynch & Co. Inc. New York, NY - Financial Advisor & Technology Intermediary 2006 โ 2010
Morgan Stanley Doylestown, PA - Global Wealth Management 2005 โ 2006
Adviser Compliance Associates Washington, D.C. - Regulatory Compliance 2003 โ 2004
Association membership:
