Professional
- Part of MWM team that focuses on the consulting industry to ensure portfolios are compliant with independence requirements
- Holds a Certified Fund Specialist designation from the Institute of Business and Finance (CFS®)
- Voted Best Speaker at the Daybreakers Toastmasters club
- Previously worked as a research assistant involving the history of the US Stock Market to include stock price verification, graph creation, and social media management
- Published on The Amaral Tellawi Texas Law Blog where she discussed questions to ask your financial advisor
- Performance reporting for clients and institutions
- Comprehensive database management via Morningstar Office
- Provides service and support functions such as account creation and maintenance
Personal
- Born in Alberta, Canada and raised in Houston – still visits Canada frequently to see family and enjoy the mountains
- Helped raise thousands of dollars for Delta Gamma’s philanthropy, Service for Sight, which helps the blind and visually impaired
- She is an avid tennis player and enjoys competing in other racquet sports such as ping pong, badminton and pickleball
- Graduate of the University of Houston with a Bachelor of Science in Mathematics with a specialization in Mathematical Finance
Odd Facts
- Loves to travel and has spent 3 weeks traveling around Italy – her favorite place was Positano on the Amalfi Coast
- Hopes to attend all 4 Grand Slam tennis tournaments after an unforgettable experience at the 2016 French Open
- Spends most of her weekends on Lake Livingston
- Her favorite part of living in Houston is the variety of food to enjoy