Associate Wealth Coach

• Apr 2022 - Present

Financial Planning Coordinator

• Jun 2021 - Apr 2022

Implementation Coordinator

• May 2021 - Apr 2022

FPA Virtual Externship

• Jun 2020 - Jul 2020

• Created client investment portfolios from scratch through Morningstar. Allocated assets between different stock/bond ratios. • Produced multiple simplified graphics and reports to efficiently present a client’s current situation based on asset allocation. • Analyzed client tax returns, estate plans and student loans. Implemented changes based on recommendations. • Gained experience using financial planning software such as E-money and Morningstar. • Created client investment portfolios from scratch through Morningstar. Allocated assets between different stock/bond ratios. • Produced multiple simplified graphics and reports to efficiently present a client’s current situation based on asset allocation. • Analyzed client tax returns, estate plans and student loans. Implemented changes based on recommendations. • Gained experience using financial planning software such as E-money and Morningstar.

Pool Manager

• Jun 2018 - Jul 2020

• Established a strategic plan to efficiently complete daily tasks and develop cost-effective solutions. • Demonstrated a high level of initiative, completing tasks ahead of time; then utilized remaining time completing future tasks. • Identified improvements for IPS’s daily tasks in a cost-effective manner, while still maintaining high quality task performance. • Formed strong customer relations through active listening of any concerns and clear communication of possible solutions. • Established a strategic plan to efficiently complete daily tasks and develop cost-effective solutions. • Demonstrated a high level of initiative, completing tasks ahead of time; then utilized remaining time completing future tasks. • Identified improvements for IPS’s daily tasks in a cost-effective manner, while still maintaining high quality task performance. • Formed strong customer relations through active listening of any concerns and clear communication of possible solutions.

Grocery/Receiving

• Apr 2017 - Aug 2018

• Recognized for exceptional customer service. Engaged with customers to provide an enjoyable shopping experience. • Assembled innovative layouts and designs for shelving. Arranged appealing displays of merchandise on each shelf. • Utilized forklift training (2018) to organize Meijer’s storage room to ensure an efficient transfer of incoming shipments from Meijer suppliers. Checked in supplier’s trucks and assisted in distribution of goods to each department. • Gained management experience working with upper management on training of new employees and taking charge in situations when shift leaders were preoccupied. Show less

Volunteer Camp Counselor

• Jul 2014 - Jul 2018

• Spent one week every summer at a Christian camp, mentoring a group of 3rd-5th graders, instilling Lakewood’s values on each camper. • Developed patience and leadership qualities from attending to every kid. Created a unique approach to every camper based on individual needs. • Spent one week every summer at a Christian camp, mentoring a group of 3rd-5th graders, instilling Lakewood’s values on each camper. • Developed patience and leadership qualities from attending to every kid. Created a unique approach to every camper based on individual needs.