Associate Wealth Advisor

• Aug 2023 - Present

Senior Client Service Manager

• Mar 2023 - Aug 2023

As Client Service Manager, I take care of a host of diverse details and responsibilities formy clients’ accounts. My role includes oversight of Halbert Hargrove’s administrative andclient documentation systems—along with ensuring that we continue to follow bestpractices as a fiduciary. I maintain an open communication with my clients, followingthrough on all regulatory paperwork, assisting them with tracking their accounts throughthe HH website, and making sure all their requests and needs are attended to. Workingas part of a team with the Regional Director and Relationship Manager, we aspire toknow our clients well so that we can address their unique needs and preferences. Show less

Client Service Manager

• Aug 2018 - Mar 2023

President of Talbot Associated Students

• Aug 2017 - May 2018

• Supervised team of 11 staff with $50,000 budget to plan and conduct more than 40 events annually, including luncheons and networking events• Directed hiring of 8 new staff members to assist in planning and executing community events• Managed 2 annual team-building and strategy retreats, including coordinating meals and leading meetings• Led weekly staff meetings to plan and coordinate events• Regularly met with key university stakeholders, including dean of school, to coordinate efforts to meet strategic needs of university community Show less

Vice President of Talbot Associated Students

• May 2016 - Aug 2017

Research And Teaching Assistant

• Sep 2015 - May 2016

• Obtained and organized research material for professor’s research projects• Taught, including leading class discussion and engaging in public speaking, professor’s classes in his absence• Crafted and analyzed essay assignments to engage students and garner critical thinking skills

Advocacy Strategist

• Oct 2014 - Jun 2015

• Investigated and analyzed organization’s outreach methodology, including internal communication, organizational vision, and strategic outreach policy to clarify and evaluate for effectiveness • Collaborated with organizational head to develop strategic outreach policy to better serve organizational goals • Organized and coordinated public events, including dinners and concerts, to fund and further organizational goals • Investigated and analyzed organization’s outreach methodology, including internal communication, organizational vision, and strategic outreach policy to clarify and evaluate for effectiveness • Collaborated with organizational head to develop strategic outreach policy to better serve organizational goals • Organized and coordinated public events, including dinners and concerts, to fund and further organizational goals

Worldview Initiative Intern

• May 2013 - May 2014

• Trained a team of 18 students to teach Worldview Initiative curriculum to high school small groups • Coordinated traveling teams of 10 students to conduct Worldview Initiative conferences • Engaged in public speaking role at Worldview Initiative conferences with audiences of more than several hundred high school students to teach Worldview Initiative program • Organized and coordinated on campus events, including panel discussions with guest speakers, to promote Worldview Initiative vision on college campus Show less