Experience

Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Junior Associate

  • Aug 2021 - Present

  Annapolis, Maryland, United States



Wealth Management Associates

• United States
• Investment Management
• 1 - 100 Employee

• Financial Planning Associate

  • Aug 2020 - Aug 2021

  Eagle, Idaho, United States



Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Employee Benefits and Financial Services Intern

  • May 2016 - Aug 2020

  Annapolis, Maryland, United States • Filed and organized retirement plans into an online database to efficiently present data in a more organized manner • Participated in meetings addressing retirement plans and health benefits to help the CEO and VP successfully acquire new clients, while helping service existing clients • Prepared multiple spreadsheets, censuses, and employee benefit summaries for meetings between clients and the sales team • Entered over 100 clients’ health and investment accounts onto a web-based… Show more • Filed and organized retirement plans into an online database to efficiently present data in a more organized manner • Participated in meetings addressing retirement plans and health benefits to help the CEO and VP successfully acquire new clients, while helping service existing clients • Prepared multiple spreadsheets, censuses, and employee benefit summaries for meetings between clients and the sales team • Entered over 100 clients’ health and investment accounts onto a web-based client management solution to provide a better database for the company Show less



JIMMY CANTLERS RIVERSIDE INN, INC

• United States
• Restaurants
• 1 - 100 Employee

• Server, Busser, Food Runner

  • May 2012 - Aug 2020

  • Prepared food and ran it to different tables at the restaurant • Developed a better understanding of how the restaurant business works • Ensured customer satisfaction by remaining accessible and friendly • Handled currency and credit transactions quickly and accurately



Ladenburg Thalmann

• Financial Services
• 100 - 200 Employee

• Link to The Future Internship

  • Aug 2019 - Aug 2019

  New York, United States • Participated in meetings with leadership, learning tips for the future and how to be successful in the financial services field • Attended seminars on current trends within the finance industry, gaining first-hand insight from many of the leading analysts from Ladenburg Thalmann • Networked among leading advisors and executives within the finance industry