As a Research Analyst with Sequoia’s Asset Management team, I am responsible for assisting with daily investment operations such as maintaining account database, trading, rebalancing, tracking investment performance and producing reports. I work closely with teams across the firm to support efficiency and cohesion from an operations perspective, and work hand in hand with advisors to provide the most up to date information for their client interactions.
My teammates can expect pleasant, efficient, and thorough interactions with me and a deep commitment to my work. I am a lifelong learner with a dedication to developing my craft. I hope to put all of my knowledge and experience to work for our clients.
Professional Accreditations & Education
- The Ohio State University – Master of Finance, Bachelor of Science Business Administration in Finance
- Makes her home in Columbus, OH with her husband and their dog DanDan
- Enjoys cultivating houseplants, cooking, and playing with her dog
- Joined Sequoia in 2021