Experience

Roberts Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planning Associate

  • Jul 2021 - Present



Tri Delta

• United States
• Non-profit Organizations
• 700 & Above Employee

• Vice President of Finance

  • Jan 2020 - May 2021

  - Construct and manage chapter budget - Oversee all member dues via online billing platform - Communicate with chapter financial specialists and member parents - Construct and manage chapter budget - Oversee all member dues via online billing platform - Communicate with chapter financial specialists and member parents



Dynasty Financial Partners

• United States
• Financial Services
• 100 - 200 Employee

• Summer Analyst

  • Jul 2020 - Aug 2020



Girl Friday Ketchum Flower Company

• Sun Valley, Idaho

• Employee

  • May 2018 - Aug 2018

  - Sold, stocked, and supervised local, mountain-inspired apparel and jewelry for women - Assisted in the creation of various floral arrangements - Created and coordinated a store social media profile to promote business and spread both local and national recognition - Sold, stocked, and supervised local, mountain-inspired apparel and jewelry for women - Assisted in the creation of various floral arrangements - Created and coordinated a store social media profile to promote business and spread both local and national recognition



Sun Valley Resort

• Sun Valley, Idaho

• Camp Counselor

  • May 2017 - Aug 2017

  - Supervised children ages 5-13 daily in activities like hiking, biking, swimming, ice skating, bowling, golf, and tennis - Provided campers an authentic Idaho experience as an outdoor enthusiast and adventure sport expert - Supervised children ages 5-13 daily in activities like hiking, biking, swimming, ice skating, bowling, golf, and tennis - Provided campers an authentic Idaho experience as an outdoor enthusiast and adventure sport expert