Experience

inSOURCE Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Registered Representative

  • Jul 2020 - Present

  Omaha, Nebraska, United States

• Registered Assistant

  • May 2019 - Jul 2020

  Greater Omaha Area • Processed client orders of stocks, bonds, and mutual funds in both the primary and secondary markets. • Processed new account applications for IRAs, brokerage accounts, life insurance policies, and annuities in addition to providing customer service to existing clients. • Created comprehensive financial plans for clients through tax, estate, life insurance, and retirement analysis.



Sigma Phi Epsilon Nebraska Alpha

• VP of Finance

  • Nov 2017 - Nov 2019

  Lincoln, Nebraska Area • Collaborated, structured, and proposed newly accepted annual membership dues • Served as driving force to cut past due receivables by 65% • Responsible for managing house programming budget of $95,000 through effective planning and controlling



Abe's Portables

• United States

• Regional Distribution Manager

  • May 2017 - Jun 2019

  Omaha, NE • Demonstrated work ethic and ability to work independently by planning personal schedule to deliver and service portable restrooms effectively with no supervision • Managed 12+ new client relationships each week through effectively communicating customer needs and schedules to supervisor, ensuring needs were met



Yeutter Institute

• United States
• International Trade and Development
• 1 - 100 Employee

• Intern

  • Dec 2018 - May 2019

  Lincoln, Nebraska • Research current events and economic figures regarding international economics to be used in faculty speeches • Develop student and community outreach plans to bring awareness to Institute events and class offerings



Student Support Services

• Netherlands
• 1 - 100 Employee

• Finance and Economics Tutor

  • Sep 2018 - May 2019

  Lincoln, Nebraska Area • Educate students with disabilities, low income students, and first-generation college students by analyzing the student’s learning style and conveying concepts accordingly • Schedule tutor appointments with students to effectively prepare them for upcoming tests and classwork



Seacrest & Kalkowski Law Firm

• Runner

  • Nov 2017 - May 2018

  Lincoln, Nebraska Area • Delivered legal documents to and from local businesses and government offices in order to obtain signatures, building permits, and business licenses • Directed calls, took messages from clients, and organized meetings for both lawyers at the firm • Handled client payments by posting and preparing for deposit