Experience

Charter Oak Financial

• United States
• Financial Services
• 100 - 200 Employee

• Client Relationship Manager

  • Jun 2022 - Present

  Financial plans aren’t one-size-fits-all. When you work with the Heritage Team at Charter Oak Financial, your financial planners won’t be, either. We’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come. Financial plans aren’t one-size-fits-all. When you work with the Heritage Team at Charter Oak Financial, your financial planners won’t be, either. We’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come.



Fairfield University

• United States
• Higher Education
• 700 & Above Employee

• Student Affairs Work Study

  • Sep 2017 - Present

  -Scanned files and student records into computer -Made appointments for students and handled communication -Assisted office with mail and extracurricular activities -Scanned files and student records into computer -Made appointments for students and handled communication -Assisted office with mail and extracurricular activities



Attorneys Title Services, LLC

• Trumbull, Connecticut

• Office Employee

  • Sep 2014 - Present

  -Provided office and administrative support -Opened, closed files and entered them into database -Traveled to town halls to record documents for house closings -Provided office and administrative support -Opened, closed files and entered them into database -Traveled to town halls to record documents for house closings



HK Group

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Investment Sales Intern

  • Jun 2020 - Aug 2020

  -Assist in creating marketing materials for 1) brokerage transactions and 2) fundraising for principal investment and development -Sourcing off-market brokerage transactions and value-add investment opportunities in target markets, through online identification and calling prospective sellers -Completing initial due diligence of new opportunities to screen for desirable characteristics -Assist in creating marketing materials for 1) brokerage transactions and 2) fundraising for principal investment and development -Sourcing off-market brokerage transactions and value-add investment opportunities in target markets, through online identification and calling prospective sellers -Completing initial due diligence of new opportunities to screen for desirable characteristics



Livingston Builders

• United States
• Construction
• 1 - 100 Employee

• Project Employee

  • Jul 2019 - Aug 2019

  -Assisted in guarding a construction base -Sorted and maneuvered system records -Directed traffic on daily basis -Assisted in guarding a construction base -Sorted and maneuvered system records -Directed traffic on daily basis



Rivers End Marina

• Shelton, Connecticut

• Warehouse Employee

  • Jun 2014 - Sep 2015

  -Provided manual labor and assistance with dock -Managed incoming projects and boat mechanics -Provided manual labor and assistance with dock -Managed incoming projects and boat mechanics



Buddies Pro Shop

• United States
• Sporting Goods
• 1 - 100 Employee

• Operations Intern

  • Jun 2012 - Sep 2015

  -Aided in the management of the pro shop -Cleaned the showroom and stockroom -Placed and filled orders while assisting customers -Aided in the management of the pro shop -Cleaned the showroom and stockroom -Placed and filled orders while assisting customers