Wealth Management Associate

• Dec 2022 - Present

Driver

• Dec 2017 - Present

Deliver food to customers with speed, stellar customer service, and care with an average of 4-5 orders fulfilled per hour Deliver food to customers with speed, stellar customer service, and care with an average of 4-5 orders fulfilled per hour

Associate

• Jun 2021 - Dec 2022

Collaborate with the Central Compliance team at a Fortune 500 investment bank, Jefferies, whilst entrusted with highly sensitive information; monitor any regulatory issues concerning employee trades, outside business affiliations, and training, and issue violations if necessary; find optimizations within daily tasks and present my recommendations to quicken processes to senior management; function as the primary point of contact for employees inquiring about their trades, private investments, and brokerage accounts; maintain awareness of new laws and regulations for optimal compliance standards with any ad-hoc requests and reporting needed Show less

Compliance Analyst

• Jul 2020 - Jun 2021

Contracted under a Fortune 100 financial institution to learn and use regulatory analysis and forensic loan file review skills; handled sensitive documentation to measure compliance with federal and state law surrounding consumer loan and mortgage products; researched and sustained knowledge of the constantly changing regulations surrounding military servicemembers and their benefits; communicated and conveyed information to Senior Consultants and Quality Assurance Specialists to ensure optimal efficiencies; determined potential distribution of funds to coincide with rules and regulations of the Servicemembers Civil Relief Act (SCRA) Show less

Participant in FPA Externship

• Jun 2022 - Jul 2022

Differentiated ways financial planners approach the main areas of financial planning and developed my philosophy of financial planning; determined the odds of success in financial plans (considering insurance, investments, taxes, estate planning, and student loans) using eMoney Differentiated ways financial planners approach the main areas of financial planning and developed my philosophy of financial planning; determined the odds of success in financial plans (considering insurance, investments, taxes, estate planning, and student loans) using eMoney

Finance Assistant

• Aug 2019 - Dec 2019

Collaborated with the Vice President of Finance on forecasting, profit-and-loss and cash-flow management, and assessing risk; managed 14 credit card/ bank accounts and their reconciliations monthly; validated and reconciled 7 restaurants’ daily sales reports; converted around 95% of vendors to invoice software for optimal future use, and reported the findings to finance team; assisted with the month-end closing process, client bookkeeping, and paying and entering bills whilst utilizing Microsoft Office and G Suite; served as a main point of contact and dealt effectively with queries, irregularities, or recommendations from coworkers and vendors Show less

Equipment Management Intern

• Sep 2017 - Jan 2018

Supported three professional teams, ensuring they were prepared to succeed whilst maintaining a high level of confidentiality; assisted with daily training and match equipment preparations/ clean up, and became the only intern to train with one of the teams; participated in receiving inventory, storage, and distribution, as well as assignments in accounting, forecasting orders, and data analysis Supported three professional teams, ensuring they were prepared to succeed whilst maintaining a high level of confidentiality; assisted with daily training and match equipment preparations/ clean up, and became the only intern to train with one of the teams; participated in receiving inventory, storage, and distribution, as well as assignments in accounting, forecasting orders, and data analysis