Hayley is currently a senior at Touro College in Manhattan majoring in mathematics and minoring in finance. She began working for Sapphire Wealth Advisory Group as an intern in April 2021 and has been growing into an operations analyst position. In her role, Hayley has been responsible for:
- Efficiently arranging the firm’s client relationship management software
- Inputting client data into the firm’s financial planning software
- Researching stocks, mutual funds, and Exchange Traded Funds for the purposes of creating investment models
- Handling the application and client onboarding process
Hayley is from the small neighborhood of Fresh Meadows in Queens, NY. In addition to her interest in the world of math and finance, she has a strong passion towards hairstyling from cuts to styles, has been playing flute since she was 9 and is an avid swimmer.
Currently Hayley is studying to become a licensed health and life insurance broker and has the goal of completing the series 7 and series 66 exams in the year 2022.