Hi there! I lead a company named Storefront and we help wealth & insurance teams across the US make their reporting more understandable and transparent to clients.Prior to founding Storefront, I worked as a Senior Investment Analyst at CAPTRUST, and previously at MRA Associates, which merged with CAPTRUST in 2020. I started my career in finance as an Analyst at Wells Fargo and subsequently worked at MetLife Securities before working with private placement insurance transactions at Arthur J. Gallagher & Co.I'm a CFA Charterholder and serve on the Board of Directors for CFA Society Phoenix as well as the Finance Committee for Scottsdale Leadership. I received a Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University.I live in Phoeni...