10
November 19, 2024 12:06pm ET
Applying:
Duke / Fuqua,
Harvard Business School,
Michigan / Ross,
Northwestern / Kellogg,
Stanford GSB,
Chicago Booth,
Washington / Foster,
UNC Kenan-Flagler,
UT Austin / McCombs,
UVA / Darden
Intake Year:
2027
Pre-MBA Career:
Wealth Management and Military
GPA:
3.80
Years of Work Experience:
7
Location:
San Diego
Post MBA Location:
Chicago, Seattle, Minneapolis, Charlotte
Notes:
UG Degree: BBA Financial Markets at an Accredited Institution.
Civilian Work History: 3 years as Wealth Advisor under an RIA in Minneapolis and Denver. Total AUM of ~$350-400M, served as a salaried advisor in a primary and secondary capacity. Holistic services to include investment management, estate planning, retirement planning, insurance planning, tax planning, etc.
Military History: 4 years as a supply/logistics officer heading efforts for air/ground mobility, defense contracting, supply and procurement, and fiscal budget management while located at various bases within CONUS and multiple forward deployed locations.
Professional Certifications: Obtained Certified Financial Planner designation (2022) and Series 65 (2019).
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