Case Studies


I have partnered with leading universities to create highly rated financial education programs for students


Launching A New Personal Finance Program For Undergraduates

I collaborated with the Harvard University Employees Credit Union and Harvard University to launch an innovative financial education program to provide undergraduates with practical life skills around personal money management. 

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Preparing Masters’ and Ph.D. Students for Financial Freedom

I partnered with Columbia's Graduate School of Arts & Sciences to customize financial planning and tax workshops that addressed the unique financial circumstances of Master’s and Ph.D. students.                                                                      

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