Experience

GLASfunds

• United States
• Financial Services
• 1 - 100 Employee

• Associate Director

  • Oct 2021 - Present



St. Clair Advisors

• Mayfield Heights, Ohio

• Family Office Associate

  • May 2020 - Aug 2020

  - Handled the day to day operations on the Family Office side of an investment banking company - Computed complicated invesment research allocation problems and presented my findings to the senior managers - Researched daily investment holdings to help determine if the client should sell or keep the respective shares - Created net worth statements and estate planning statements to present to clients at meetings - Handled the day to day operations on the Family Office side of an investment banking company - Computed complicated invesment research allocation problems and presented my findings to the senior managers - Researched daily investment holdings to help determine if the client should sell or keep the respective shares - Created net worth statements and estate planning statements to present to clients at meetings



PAWS BY THE LAKE

• United States
• Veterinary Services
• 1 - 100 Employee

• Technician

  • May 2017 - Aug 2019

  My role at Paws By The Lake included processing requests for grooming services from clients and making sure their pet received all of those services. I was in charge of talking to clients during intake. to ensure the safety and well-being of their pet for the duration of their stay at the grooming facility. I worked very well with my other co-workers and as a team we were able to achieve the company's mission of success. My role at Paws By The Lake included processing requests for grooming services from clients and making sure their pet received all of those services. I was in charge of talking to clients during intake. to ensure the safety and well-being of their pet for the duration of their stay at the grooming facility. I worked very well with my other co-workers and as a team we were able to achieve the company's mission of success.