Client Relationship Manager

• Dec 2020 - Present

Service Associate - Retail Investment Services (Individual Investors)

• May 2020 - Dec 2020

• Point of contact between individual investors and retail investment services. • Maintains client accounts, facilitates transactions, and answers account specific questions. • Point of contact between individual investors and retail investment services. • Maintains client accounts, facilitates transactions, and answers account specific questions.

Intern

• Jan 2020 - May 2020

• Assists the Vice President and Director of Research with compiling the monthly due diligence monitor. • Researches and evaluates the funds used by the company using Morningstar Direct. • Assists the Vice President and Director of Research with compiling the monthly due diligence monitor. • Researches and evaluates the funds used by the company using Morningstar Direct.

Business, Economics, and Accounting Tutor

• Mar 2019 - May 2020

• Clarifying academic materials by adjusting to the student’s learning style.• Meeting with professors to understand what materials are being taught and providing feedback. • Assisting workshops and programs that help students improve their studying habits.

Elizabeth Morrissy Honors Program House Assistant

• Sep 2018 - Aug 2019

Main responsibilities include assisting the Director in event planning, running errands, acting as a liaison between the Director and the program's members, and other organizational and administrative duties as needed. Heavily involved in planning out of state trips, including hotel and dining reservations, and transportation accommodations.

Gator Grind Manager

• Sep 2018 - Mar 2020

• Managing the overall operational, budgetary, and financial responsibilities.• Planning, evaluating and improving the efficiency of business processes and procedures to enhance speed, quality, efficiency, and output.• Identifying and managing events that the organization caters towards.• Creating, updating, and maintaining marketing vehicles.Identifying trends in customers traffic flows.

Shift Lead

• May 2018 - Sep 2018

Barista

• Jan 2018 - May 2018

• Met company’s mission statement through providing excellent customer service, sanitary rules, and working respectfully with others.• Excelled in working in a fast pace environment with minimal error.

Recreation Intern

• May 2019 - Aug 2019

• Acquired funding for Movies on the Beach, Family Beach Olympics, and Play It Safe though sponsorship solicitation. • Updated the processes for inventory and other organizational databases. • Became the point of contact between children, families, potential donors, and the organization. • Managed front desk responsibilities which included taking phone calls, answering emails, faxing, making copies, and setting appointments. • Acquired funding for Movies on the Beach, Family Beach Olympics, and Play It Safe though sponsorship solicitation. • Updated the processes for inventory and other organizational databases. • Became the point of contact between children, families, potential donors, and the organization. • Managed front desk responsibilities which included taking phone calls, answering emails, faxing, making copies, and setting appointments.

Barista

• Jun 2018 - Oct 2018

• Met company’s mission statement through providing excellent customer service, sanitary rules, and working respectfully with others. • Excelled in working in a fast pace environment with minimal error. • Met company’s mission statement through providing excellent customer service, sanitary rules, and working respectfully with others. • Excelled in working in a fast pace environment with minimal error.

Senior Camp Counselor

• Jun 2017 - Aug 2017

Worked as a traditional camp counselor for 9 weeks. Directly in charge of a group of 30+ kids ages 11-13, and worked with children ages 6-10 as well. Designed activities, mediated conflicts, and facilitated weekly field trips. Other duties included facilitating weekly movies, concerts, and 'family fun' nights outside of the 9 hour work day. Worked as a traditional camp counselor for 9 weeks. Directly in charge of a group of 30+ kids ages 11-13, and worked with children ages 6-10 as well. Designed activities, mediated conflicts, and facilitated weekly field trips. Other duties included facilitating weekly movies, concerts, and 'family fun' nights outside of the 9 hour work day.