Associate Financial Planner

• Dec 2020 - Present

Personal Financial Planning Tutor

• Aug 2019 - Dec 2020

• Tutor students in personal finance, accounting, and human development and family studies classes • Help students develop organizational skills to succeed in school and beyond • Provide academic support in group and one-on-one sessions via in-person and virtual format • Tutor students in personal finance, accounting, and human development and family studies classes • Help students develop organizational skills to succeed in school and beyond • Provide academic support in group and one-on-one sessions via in-person and virtual format

Intern

• Jun 2019 - Aug 2019

• Worked closely with financial planners and wealth advisors to provide support and assist in daily duties • Learned how to implement financial planning knowledge from education in real-life client circumstances • Developed technology skills and utilized planning software • Provided support to the investment team by collecting and organizing data • Organized data on company-specific retirement plans for use in the retirement planning department • Worked closely with financial planners and wealth advisors to provide support and assist in daily duties • Learned how to implement financial planning knowledge from education in real-life client circumstances • Developed technology skills and utilized planning software • Provided support to the investment team by collecting and organizing data • Organized data on company-specific retirement plans for use in the retirement planning department

Barista

• Sep 2018 - Mar 2019

• Took orders and rung up payments for customers • Provided customer service and handled complaints • Recalled multiple orders and pieces of information at a time in a fast-paced environment • Counted the register drawers at the end of the night and maintained an accurate record of sales • Took orders and rung up payments for customers • Provided customer service and handled complaints • Recalled multiple orders and pieces of information at a time in a fast-paced environment • Counted the register drawers at the end of the night and maintained an accurate record of sales

Camp Intern

• May 2017 - Aug 2017

• Performed many positions within the camp organization including camp counselor and office administrator • Interviewed and contacted new contenders for camp positions • Performed many positions within the camp organization including camp counselor and office administrator • Interviewed and contacted new contenders for camp positions