A roadmap for my career in finance, technology, and investment management
Becoming a CFA charterholder within 2–3 years, completing my bachelor's degree, and building a career in credit, investment banking, or asset management—with a focus on working in Chicago.
Strategic goals organized by timeline
Complete CFA Level I (and progress toward full charter) by 2026, building a strong foundation in investment analysis and ethical practices.
Complete my Bachelor's degree in Finance and Information Systems, demonstrating mastery of financial theory and technical skills.
Secure a full-time role in credit, investment banking, or asset management—building toward a long-term career in institutional finance.
Earn the CFA designation within 2–3 years, completing all three levels and qualifying work experience to become a charterholder.
Build my career in Chicago—whether staying local from the start or relocating—to grow within the city's finance and investment community.
Certified investment professional with expertise in portfolio management and financial analysis
Full-time career in credit analysis, investment banking, or asset management
Building my career and professional network in Chicago