In my current role, I support two private client advisors, one in the Southlake office and one in the Dallas office. My day-to-day primarily involves preparing detailed financial reports and presentations for client meetings, as well as conducting comprehensive financial analysis to help high-net-worth clients achieve their financial goals. Additionally, I evaluate and assess clients’ creditworthiness through credit underwriting processes. I am also developing a personal finance course for college athletes. So far, I have presented to multiple college sports teams throughout the DFW area and will be speaking at several business schools this fall. My career objective is to grow as a professional in the private wealth management sector by deepening my expertise in financial analysis, client advisory services, and credit assessment.