Experience

MSU Wealth Management Association

• United States
• Financial Services
• 1 - 100 Employee

• Spartan Journal Writer

  • Sep 2022 - Present

  Writing weekly editorials on current news affecting the market and personal finance, providing over 50 readers with continuous impactful stories through msuwma.com Presenting editorial pieces at weekly recruiting and professional development meetings, motivating others and myself to maintain knowledge on relevant, current news



Michigan State University

• United States
• Higher Education
• 700 & Above Employee

• Service Center Representative

  • Jan 2022 - Present

  Administer routine clerical support within residence hall reception area Answer phones, processing hundreds of mail and packages, assist in maintaining records and accounts Managing in-house residence hall security and customer service throughout day/night



Plante Moran

• United States
• Accounting
• 700 & Above Employee

• Financial Advisor Intern

  • Jun 2023 - Jul 2023

  Southfield, Michigan, United States Generated and completed over 20 client portfolio trades and reconciliations through Black Diamond Wealth Platform and Charles Schwab, expanding my knowledge on tax-efficient investments, risk tolerance strategies, and portfolio construction Assembled a retirement plan with MoneyGuidePro, completing visualizations for clients detailing scenario success probabilities through factors including gifting, risk tolerance and social security benefits Produced balance sheets, asset… Show more Generated and completed over 20 client portfolio trades and reconciliations through Black Diamond Wealth Platform and Charles Schwab, expanding my knowledge on tax-efficient investments, risk tolerance strategies, and portfolio construction Assembled a retirement plan with MoneyGuidePro, completing visualizations for clients detailing scenario success probabilities through factors including gifting, risk tolerance and social security benefits Produced balance sheets, asset allocations, and custom target strategies for multiple financial advisors, accelerating meeting preparations for prospective and current clients Show less



Maaco Collision Repair and Auto Painting

• Canada
• Construction
• 200 - 300 Employee

• Porter/Detailer

  • Jun 2022 - Aug 2022

  Rochestor hills Provided convenient customer service through rapid car deliveries, completing vital financial transactions between business partners Improved shop efficiency through sanding, painting, and assembling repair support

• TRACK Leadership Intern

  • May 2022 - May 2022

  2 week, in-depth program on service groups within the financial services industry Reviewed and identified responsibilities of financial advising, tax, accounting, consulting and management staff through workshops and shadowing