I joined Smith Affiliated Capital in 2024 as an Investment Operations Analyst, where I support
the firm’s daily trading, reporting, and portfolio reconciliation efforts. Prior to joining the firm
full-time, I interned at SAC for more than a year, working closely with both the investment and
operations teams and developing hands-on experience across portfolio management workflows,
client service, and compliance-driven operational processes.

I earned a Bachelor of Arts in Criminal Justice, with a minor in Psychology, from the University
of Alabama. My coursework included research methods, statistics, and cyber law. I have passed
the Securities Industry Essentials (SIE) and Series 63 examinations, and I also hold a Life &
Health Insurance License (Life-214).

Prior to joining SAC, I held several client-facing roles in the hospitality and recreation industries,
where I developed strong communication skills, attention to detail, and a service-oriented
approach to client relationships. In my free time, I enjoy spending time at the beach, traveling,
and watching baseball.