Education has been the foundation of my career. My academic background spans engineering, finance, teaching, actuarial science, and financial services. Combined with professional licensing and continuing education, it has prepared me to serve clients with both technical expertise and practical financial knowledge.
My academic background combines engineering and finance, providing a strong foundation in analytical thinking, problem-solving, and financial analysis. I earned a Bachelor of Engineering in Mechanical Engineering before pursuing my MBA in Finance, which helped prepare me for my subsequent work in actuarial consulting, investment management, and financial planning.
Wayne State University, Detroit, MI
Technical University of Cluj-Napoca, Romania
Over the course of my career, I have earned professional licenses and securities credentials spanning investment advisory services, securities, real estate, and insurance. These qualifications have supported my work helping individuals and families with investment management, financial planning, and long-term financial goals.
General Securities Representative
Security Industry Essentials
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Additional training and examinations that have strengthened my expertise in financial analysis, company valuation, investment banking, and actuarial principles.
Completed a one-month intensive seminar focused on financial statement analysis, financial modeling, including comparable company analysis, precedent transactions, and discounted cash flow (DCF) analysis.
Successfully completed actuarial examinations in Probability, Statistics, Financial Mathematics and Actuarial Models.
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Coralia Boudreaux
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