Experience

rebel Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Coach

  • Jan 2021 - Present

  Columbus, Ohio, United States • Develop, present, and maintain standardized proposals/ presentations for current and prospective clients • Prepare and lead ongoing client investment review/ complex financial planning meetings and providing ongoing concierge service and maintenance to clients. • Identify important financial planning issues and develop creative client-focused advice strategies/ solutions to client challenges.

• Paraplanner

  • Jul 2019 - Jan 2021

  Columbus, Ohio • Analyze client's financial records to create and model different possible financial scenarios • Determine how to best allocate assets and make recommendations on the most advantageous financial strategies to employ in order to assist client's to achieve financial goals • Assist lead financial planner in preparing the presentation of financial plans to clients • Modify financial plans over time and assist clients in the implementation of recommended strategies



Enterprise Mobility

• United States
• Travel Arrangements
• 700 & Above Employee

• Assistant Branch Manager

  • Jul 2018 - Jul 2019

  Columbus, Ohio • Maximizes branch profitability, efficiency, and performance by analyzes seasonal business trends to assist with forecasting fleet to meet short-term and long-term business, driving sales, and demonstrating a strong understanding of the profit & loss statement • Co-creates and implements strategy for daily operations including vehicle logistics, employee development, vehicle maintenance, and business development

• Senior Account Specialist

  • Jun 2017 - Jul 2018

  Columbus, Ohio • Generate, cultivate, and maintain relationships with new and existing accounts to contribute to branch growth

• Management Trainee

  • Nov 2016 - Jun 2017

  Athens, Ohio



Hocking College

• United States
• Higher Education
• 400 - 500 Employee

• AmeriCorps College Completion Coach

  • Aug 2015 - Jul 2016

  • Coached cohort of more than 100 freshmen students per academic semester to assist with acclimation to academic, social, and personal aspects of collegiate experience. • Initiated retention efforts by uncovering potential at-risk students and coordinated academic interventions with students and instructors to address academic challenges. • Co-created and implemented individualized student academic plans to maximize student academic performance. • Created and facilitated high impact… Show more • Coached cohort of more than 100 freshmen students per academic semester to assist with acclimation to academic, social, and personal aspects of collegiate experience. • Initiated retention efforts by uncovering potential at-risk students and coordinated academic interventions with students and instructors to address academic challenges. • Co-created and implemented individualized student academic plans to maximize student academic performance. • Created and facilitated high impact workshops geared towards increasing student understanding of academic policies, improve ability to engage campus resources, and develop strategies to maximize academic performance. • Compiled statistical reports and maintained student tracking databases. • Advised incoming freshmen and transfer students during Hocking College “QuickStart” registration events. • Recruited students for community service opportunities to promote volunteerism and professional development.

• Adjunct Professor

  • Aug 2015 - Jan 2016

  • Instructor for three sections of the Cornerstone first-year experience course. • Facilitated development of college skills and knowledge regarding academic programs, campus resources and success tools for first year students necessary for matriculation. • Developed meaningful learning objectives and implemented effective teaching strategies which inculcate technology into instruction in a manner which maximize student learning



Ohio University

• United States
• Higher Education
• 700 & Above Employee

• Graduate Assistant

  • Aug 2011 - Aug 2012

  • Advised Ohio University Incentive Award recipients regarding related OUIA eligibility standards. • Interpreted academic regulations, policies, and OUIA scholarship parameters. • Established interdepartmental coordination and cross-promotion of programming for DAE. • Compiled statistical reports and student tracking databases. • Recruited students and provided information on federal need-based financing options. • Developed and implemented individualized, student academic plans… Show more • Advised Ohio University Incentive Award recipients regarding related OUIA eligibility standards. • Interpreted academic regulations, policies, and OUIA scholarship parameters. • Established interdepartmental coordination and cross-promotion of programming for DAE. • Compiled statistical reports and student tracking databases. • Recruited students and provided information on federal need-based financing options. • Developed and implemented individualized, student academic plans to create positive attrition and retention patterns • Co-created comprehensive student academic plans for matriculation with faculty for at-risk students. • Facilitated LINKS student orientation and pre-college programs. • Created and facilitated professional development programming for first-year students. • Volunteered for intradepartmental service committee opportunities. Show less