Experience

Annex Wealth Management

• Lead Client Service Manager

  • Oct 2020 - Present

• Client Service Manager

  • Mar 2019 - Sep 2020

• Client Service Associate

  • Dec 2017 - Feb 2019



ALDI US

• District Manager Intern

  • May 2017 - Jul 2017

  -Researched, compiled data, and presented plan to increase sales through superior service and conditions-Coordinated hiring events and screened potential candidates in the job application process-Worked with district and store managers to understand overall store operations



UW-Oshkosh Society for Human Resource Management Student Chapter

• Networking Director

  • May 2016 - May 2017

  -Arranged guest speakers for the student chapter meetings and served as a point of contact for all communications-Coordinated visits and tours with area businesses-Maintained positive relations with area business people through a networking role



Associated Bank

• Residential Lending Intern

  • May 2016 - Aug 2016

  -Researched social media marketing for loan officers to create and distribute an instructional deck-Developed and conducted process for builder information searches-Participated in specialized development sessions and volunteer opportunities



UW-Oshkosh Center for Academic Resources Tutor

• Tutor

  • Sep 2015 - Oct 2015

  -Trained 7 students in Macroeconomics and Finite Math for Business course material-Professionally addressed and worked through conflicts-Explained, listened, and questioned effectively with client