Redwood Investment Management, LLC

Executed trades, rebalanced client portfolios, and managed operational workflows to support Redwood’s in-house investment models. Opened accounts, facilitated contributions and distributions, and optimized billing processes. Worked closely with affiliated RIAs, custodians, and internal teams to enhance client service and improve operational efficiency. Proactively identified and implemented process improvements to streamline account management and maximize returns.

Operations Associate

Longboard Asset Management

Managed relationships with financial advisors, contributing to sales and marketing efforts that expanded Longboard’s presence. Focused on identifying potential clients and supporting the sales team in closing deals. Developed and executed creative marketing strategies, including content creation and securing media appearances, to increase brand visibility. Utilized backtesting software to analyze funds and assist in crafting alternative investment allocations.

Investment Associate

Hospitality Staffing Solutions

Filled full-time positions in hospitals, hotels, and event work for Phoenix Suns and Diamondbacks games. I oversaw the entire recruitment process, from sourcing candidates to onboarding and training new hires. I also developed strong relationships with clients and candidates to ensure a high level of customer satisfaction, while maintaining compliance with company policies and procedures, as well as state and federal regulations.

Recruiter

Arizona State University

I worked as an office assistant for the business operations office within the School of Civil and Economic Thought and Leadership. Within this role I was tasked with justifying and tallying expenses within the department, as well as helping professors and my superiors with various projects.

Business Operations Assistant

The Law Offices of Nigel Burns

I worked for my father, Nigel Burns for over 3 years as a law clerk. My first year consisted of case filing and answering phone calls. However, in February of 2019, I fully transitioned into my role as the law clerk in charge of the firm's personal injury cases.

Law Clerk

Innovative Constructions

I spent nearly one year as a residential construction worker where I was tasked with the assistance in renovating three different homes. By the time I left, I was responsible for painting, sink and ceiling fan installations and demolitions. My role was in charge of daily site clean up from the beginning. I took pride in this position because an organized and safe workplace is a top priority in the construction industry.

Junior Handyman

I’ve worked closely with financial advisors in both sales and operations roles, gaining a deep understanding of their needs and challenges. 

At Longboard, I helped advisors integrate alternative investments into client portfolios, while at Redwood, I supported them on the operational side—managing trading, account administration, and billing. 

Now, I’m looking to transition into an advisory role myself, leveraging my experience to directly help clients build and manage their wealth.

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