Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Wealth Manager

  • Jan 2023 - Present

  Milwaukee, Wisconsin, United States

• Wealth Management Associate

  • Aug 2021 - Jan 2023

  Milwaukee, Wisconsin, United States



U.S. Bancorp Investments, Inc.

• United States
• Financial Services
• 400 - 500 Employee

• Structured Finance Cash Analyst

  • Nov 2018 - Jul 2021

  Boston, Massachusetts • Worked extensively with the relationship managers to ensure that payments were processed correctly during the heavy quarter end period • Manage a portion of the education sector portfolio by evaluating available funds to create an investment strategy report which is shared with management • Oversee client relationships for a portion of the educational sector. Beyond this I provide client support by delivering personalized content regarding… Show more • Worked extensively with the relationship managers to ensure that payments were processed correctly during the heavy quarter end period • Manage a portion of the education sector portfolio by evaluating available funds to create an investment strategy report which is shared with management • Oversee client relationships for a portion of the educational sector. Beyond this I provide client support by delivering personalized content regarding their payment process and schedules to optimize fund efficiencies • Developed a model for cash automation that is utilized department wide • Handled the onboarding process for new team members to the Global Structured Finance Department. Instructed them on team processes and applications utilized day to day • Facilitate monthly meetings to collaborate with teams in strategic business hubs across the country to ensure that client payment processes are completed timely and appropriately Show less



Stifel Financial Corp.

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning Intern

  • Aug 2018 - Sep 2018

  Mankato, MN • Supported financial advisors in financial planning activities by reviewing client holdings, discussing portfolio rebalancing, and assessing possible liquidity events. • Consolidated financial information provided by financial advisors and implemented it into wealth management plans for clients. • Updated dividend strategy model and researched potential equity additions. • Participated in client meetings to offer advice on wealth management when needed.



McDonald's

• United States
• Restaurants
• 700 & Above Employee

• Supervisor/Crew Member

  • May 2010 - Jul 2018

  Mankato, MN • Understanding the basics of hard work. • Handled currency and credit transactions. • Took the initiative and found extra work that needed to be done. • Worked diligently in a fast-paced environment while maintain high standards.



Grandma’s Sports Garden

• Waiter

  • Aug 2015 - Apr 2018

  Duluth, MN • Developed excellent communication skills. • Understanding the value of working within a team. • Ability to work in a fast-paced environment.



Grandma’s Restaurants Corporate Office

• Marketing Internship

  • Feb 2017 - Apr 2017

  Duluth, MN • Assisted the marketing director in the creation of 2017 Grandma’s Newsletter which was distributed throughout all of Canal Park. • Interviewed “Customer of the Year” for information which was later used in the Grandma’s Newsletter. • Contacted businesses about purchasing advertisement space. • Recorded clients advertisement dimension requests and payment amounts.



ASPEN RIDGE LAWN & LANDSCAPE LLC

• United States

• Technician

  • Apr 2015 - Aug 2015

  Rapid City, SD