Led by a CFA® charterholder with a decade of work experience in financial services at Deutsche Bank and Cigna Investment Management.

Prior to her career in finance, Alex spent four years as an SAT math instructor and also served as a Teaching Assistant for the Department of Economics at Georgetown University. She is no stranger to translating complex topics into digestible concepts. Nothing brings her more joy than when students “connect the dots” and feel empowered.

Content and duration built specifically for your group’s needs so every participant feels seen, heard, and supported - whether you’re a 20-person team or a 200-student lecture hall.

A collection of templates, worksheets, and resources that participants can take home and put to use long after the workshop ends.

An interactive experience with live polls, real scenarios, and open discussion that keeps participants engaged and learning.