Junior Risk Associate

• Mar 2022 - Present

Customer Relationship Advocate

• Jun 2021 - Mar 2022

• Resolve issues with customer accounts such as password maintenance and account restrictions. •Trade Mutual Funds at client’s direction • Provide world class customer service to new and existing Fidelity clients in a phone based role. • Obtain necessary financial licenses to comply with FINRA • Resolve issues with customer accounts such as password maintenance and account restrictions. •Trade Mutual Funds at client’s direction • Provide world class customer service to new and existing Fidelity clients in a phone based role. • Obtain necessary financial licenses to comply with FINRA

Research Assistant

• Feb 2021 - May 2021

Associate

• Aug 2020 - May 2021

• Actively manages a donor-created fund which focuses on private equity and angel investments in entrepreneurial ventures and start-ups. • Performs pre-screening duties and complex due diligence as a value-add for angel groups across New England. • Displays knowledge of angel and venture capital investment strategies in partnership with the Center for Venture Research at the University of New Hampshire. • Actively manages a donor-created fund which focuses on private equity and angel investments in entrepreneurial ventures and start-ups. • Performs pre-screening duties and complex due diligence as a value-add for angel groups across New England. • Displays knowledge of angel and venture capital investment strategies in partnership with the Center for Venture Research at the University of New Hampshire.

Business Manager

• May 2020 - May 2021

•Manage and allocate funds for a ~$70,000 budget•Prepare and present proposals, concepts, and budgets to the Student Senate and Student Activity Fee Committee•Practice excellent organizational and communication skills

Production Manager

• May 2019 - Apr 2020

Secretary

• Jan 2019 - May 2019

Bookkeeper

• Oct 2019 - May 2021

Service leader

• May 2018 - May 2021

• Supervise 8-10 customer service representatives in daily operations; ensure representatives complete quarterly training• Streamline customer service operations by implementing mobile POS solutions• Resolve customer service issues, such as refunds and complaints, by listening to customers and practicing customer retention techniques• Analyze customer traffic data to ensure proper front-end staffing

Service desk associate

• May 2016 - May 2018

•Complete refunds •Use Western Union Money Transfer service•Print money orders •Help customers with general questions and complaints

Cashier

• May 2015 - May 2016

•Ring in groceries •Assure that each customer is satisfied with their in store experience •Ensure that proper bagging techniques are followed

Intern

• Dec 2019 - Jan 2020

- Intern for the Hon. Judge Susan Oker - Observed juvenile court proceedings including, care and custody proceedings, CRAs, and delinquency cases - Completed research using WestLaw and Lexis Nexis - Intern for the Hon. Judge Susan Oker - Observed juvenile court proceedings including, care and custody proceedings, CRAs, and delinquency cases - Completed research using WestLaw and Lexis Nexis

Intern - Court Service Center

• May 2018 - Aug 2019

• Assist self-represented litigants with legal paperwork • Draft court documents and create plain-language self-help guides for a diverse variety of litigants • Enter litigant data for tracking by the Massachusetts Court System • Assist self-represented litigants with legal paperwork • Draft court documents and create plain-language self-help guides for a diverse variety of litigants • Enter litigant data for tracking by the Massachusetts Court System

Student Caller

• Sep 2018 - May 2019

• Solicit to over 50 parents, friends, and alumni of the university to meet a daily fundraising goal of $1,000+ • Received the highest average pledge for the Fall 2018 campaign • Solicit to over 50 parents, friends, and alumni of the university to meet a daily fundraising goal of $1,000+ • Received the highest average pledge for the Fall 2018 campaign