Account Executive

• Oct 2023 - Present

Private Client Investor Relations Associate

• Apr 2023 - Present

Investor Relations Intern

• Jan 2023 - Apr 2023

Private Client Group Intern

• Jun 2022 - Jul 2022

Business Development Intern

• Apr 2021 - Jan 2022

Supporting the Executive, Accounting, Finance, Packaging, Business Development, and Sales Teams o Managing daily meeting by preparing spreadsheet reports using pivot tables, lookups, and other key functions in Excel. This allows me to communicate and build relationships with the plant’s executives as we evaluate specific components that are at risk. o Created, analyzed, and presented forecast models for packaging materials to identify any potential problems in high volume production o Avoided over $200,000 in write-offs coordinating with plants and packaging by researching and repurposing obsolete materials o Supported the development of automated reporting through Power BI, by merging databases together to create and visualize contextual data o Supported a cost benefit analysis project to create a more efficient corrugate case for an estimated savings of $1.55 million in packaging o Worked with finance and sales teams to create price detail sheets for executive teams and customers Show less

Sales And Marketing Intern

• Mar 2021 - Apr 2021

Sales and Marketing Intern o Grew the business by prospecting and cold calling leads to develop relationships and educate them on the value of State Farm Insurance o Analyzed lead sources and sales process to maximize effectiveness while on the phone with prospects o On average, completed over 100 cold calls a day with at least 1 quote per hour o Was a mentee of head agents who developed and coached my communication and public speaking skills o Learned how to communicate effectively with customers and with fellow employees o Coached on the basics of how insurance can impact your personal finance and protect your family o Completed education on how to adjust policies according to a client’s financial position Show less

Assistant Job Site Manager

• Mar 2020 - Aug 2020

Assistant Job Site Manager o Responsible for helping to create and deliver client execution plans within a specified timeline o Managed construction timelines to complete within approved budgets while communicating assigned budget and timeline to subcontractors Assistant Job Site Manager o Responsible for helping to create and deliver client execution plans within a specified timeline o Managed construction timelines to complete within approved budgets while communicating assigned budget and timeline to subcontractors

Player Services Manager

• Mar 2017 - Aug 2019

Player Services Manager - Managed a team of 18 employees that specialized in customer hospitality and player operations on the golf course. Player Services Manager - Managed a team of 18 employees that specialized in customer hospitality and player operations on the golf course.

Management Intern

• Dec 2016 - Jan 2017

Worked with senior management to learn the basics of running a automotive sales and service operation. Worked with senior management to learn the basics of running a automotive sales and service operation.

Construction Management Intern

• Dec 2015 - Jan 2016

Worked with the owner to learn operational aspects of running a hardware and building supply company. Worked with the owner to learn operational aspects of running a hardware and building supply company.