My favorite quote is:
“Who looks outside, dreams; who looks inside, awakes.”
- Carl Jung
Client Service Associate/ Jr. Trader
I joined Livian & Co. in July of 2021 as a Client Service Associate/Jr. Trader. I am responsible for preparing portfolio and administrative reports, servicing and communicating with clients, and loading and executing trades. I earned a B.S. in Mechanical Engineering from Stony Brook University. I have developed my financial knowledge through the CFA curriculum, in which I passed the Level I exam on my first attempt.