Finance · D1 Athlete · Entrepreneur
Finance. Leadership. Innovation.
Building at the intersection of finance, education, and technology. From the wrestling mat to the boardroom.
About
About Me
I'm a graduate of Appalachian State University with a B.S. in Business Management and currently pursuing a Master's in Educational Innovation, Technology, and Entrepreneurship at UNC Chapel Hill's Peabody School of Education.
My background spans private wealth management, business development, and AI research. I've worked alongside Forbes-listed advisors at Legacy Private Client Services, hold a FINRA SIE certification, and completed Bloomberg Market Concepts training.
Beyond finance, I served as a Division I NCAA Wrestling Team Captain at both App State and UNC, and co-founded the Athletes in Business Club at UNC to connect student-athletes with entrepreneurship and career opportunities.
Journey
Experience & Education
M.A. Educational Innovation, Technology & Entrepreneurship
UNC Chapel Hill - Peabody School of Education
Researching AI applications in education, developing innovative curriculum frameworks, and studying the intersection of technology and entrepreneurship in learning.
Private Wealth Management Intern
Legacy Private Client Services
Worked alongside Forbes-listed advisors in private wealth management. Gained hands-on experience in financial planning, portfolio analysis, and high-net-worth client relations.
B.S. Business Management
Appalachian State University
Earned a 3.5 GPA while serving as D1 NCAA Wrestling Team Captain. Completed Bloomberg Market Concepts training and FINRA SIE certification.
Co-Founder, Athletes in Business Club
UNC Chapel Hill
Founded and lead a student organization connecting student-athletes with entrepreneurship resources, mentorship, and career development opportunities.
D1 NCAA Wrestling - Team Captain
Appalachian State & UNC Chapel Hill
Two-time NCAA Division I Wrestling Team Captain. Competing at the highest collegiate level while maintaining academic excellence and leadership roles.
Skills
Areas of Expertise
Curriculum Development
Designing comprehensive learning programs aligned with educational objectives and learner needs.
E-Learning Design
Creating engaging online courses using tools like Articulate Storyline, Rise, and Adobe Captivate.
Learning Strategy
Developing data-driven learning strategies that improve performance and engagement.
Visual Design
Crafting intuitive, accessible interfaces that enhance the learning experience.
Learning Analytics
Measuring learning outcomes and iterating designs based on assessment data.
Stakeholder Management
Collaborating with SMEs, faculty, and teams to deliver quality learning solutions.
Tools & Technologies
Work
Featured Projects
A selection of learning experiences designed across various contexts and platforms.
Athletes in Business Web Platform
Web Development | Student Organization
Designed and developed the website for the Athletes in Business Club at UNC. The platform connects student-athletes with business, finance, and entrepreneurship opportunities through networking, events, and resources.
Business Model Canvas — AI Platform for Advisors
Finance | Entrepreneurship
Created a business model canvas for an AI-powered platform designed to support financial advisors, developed as part of a graduate entrepreneurship project. I analyzed the value proposition, customer segments, and revenue streams to evaluate the viability of the concept. This project demonstrates my ability to translate innovative ideas into structured business strategies.
AI Data Capture
Finance | AI | Fintech
AI-powered platform that automates advisor documentation, compliance, and client summaries. Trained on financial language and FINRA/SEC standards — capturing up to 10 speakers accurately across video calls and in-person meetings.
Learning Environment Where It Occurs
EdTech | Learning Design
Designed a smart learning platform with dual student and advisor views — featuring weekly motivation check-ins, engagement trend tracking, drop-off alerts, and automated outreach tools to keep learners on track.
Multimedia & Presentation Tools Rubric
Assessment Design | EdTech
Designed a rubric to evaluate multimedia and presentation tools — Canva, Prezi, Piktochart, Powtoon, and Visme — across five criteria: learning support, ease of use, design quality, collaboration, and accessibility.
Contact
Let's Connect
Interested in collaborating or have a project in mind? I'd love to hear from you.