Education

I am currently a Junior at University Wisconsin-Milwaukee. I expect to graduate with my Bachelors degree May 2020 in accounting and plan on getting my MSPA and CPA by May of 2021.

 

Overview

This spring at CLA will be my first busy season and first accounting internship. Last summer I worked at Baird on the Private Wealth Managment-Transition Team. At Baird, I helped finanical advisors who wanted to join Baird transition over as smoothly as possible. This included getting paperwork for their clients together and making the paperwork as easy as possible to follow. After the paperwork was returned I would open the accounts and make sure the money was transferred over from the previous frim. I was also assigned special tasks from my team manager whenever there was something she needed finished.

Upcoming speaking engagements

View More

Resources and event materials

View More