Services:
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
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Qualifications:
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 Director
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Experience:
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:
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Categories:
Copyright Damages , Copyright Infringement , E commerce , Intellectual Property/Damages , Internet Technology , Patents , Patent Infringements , Patent Litigation , Intellectual Property , International Security , Patents/Infringements , Cybercrime , Internet Website Disputes , Patent Validity/Invalidity , Social Media Marketing , Online Reputation Management , Online Defamation , Online Trademark Infringement , Pay Per Click Advertising , Social Media , Digital Media Marketing , Digital Forensics , Black Hat Seo , Cyber Defamation , Cyber investigation , Cyber Forensics , Copyright Defamation , Digital Advertising , Digital Crisis Management , Digital Reputation Crisis , LinkedIn , Internet Security , Mobile Advertising , Online Reputation
