Brand Ambassador

• Jan 2021 - Present

Advisor Development Summer Analyst

• Jun 2022 - Aug 2022

Participated in extensive formal training and development through a national curriculum program Worked with experienced financial advisors to learn key aspects of wealth management Shadowed financial advisors as they develop financial plans, built relationships and met with clients Worked with specialists in a Financial Center to immerse in banking products and solutions Participated in extensive formal training and development through a national curriculum program Worked with experienced financial advisors to learn key aspects of wealth management Shadowed financial advisors as they develop financial plans, built relationships and met with clients Worked with specialists in a Financial Center to immerse in banking products and solutions

Marketing Intern

• Jun 2021 - Aug 2021

Sales Consultant

• May 2020 - May 2021

Promoted to Senior Consultant during my second month of consulting Recruit clients through frequent social media marketing and in-person events Provide excellent customer service by recommending products specific to their needs Collaborate with other sales consultants and exchange ideas on how to grow my client base Promoted to Senior Consultant during my second month of consulting Recruit clients through frequent social media marketing and in-person events Provide excellent customer service by recommending products specific to their needs Collaborate with other sales consultants and exchange ideas on how to grow my client base

Marketing Intern

• Oct 2020 - Jan 2021

Grew the digital presence of four social media accounts Helped to digitally build a community for future socially distant yoga, running, and fitness events Grew the digital presence of four social media accounts Helped to digitally build a community for future socially distant yoga, running, and fitness events

Ambassador

• Oct 2020 - Dec 2020

Ambassador for a photo editing app Ambassador for a photo editing app

Camp Counselor

• Jun 2017 - 2020

Taught problem-solving skills and independence through mentorship Planned, organized, and executed the scheduling of daily camp activities Protected the safety of hundreds of campers and staff during water activities Taught problem-solving skills and independence through mentorship Planned, organized, and executed the scheduling of daily camp activities Protected the safety of hundreds of campers and staff during water activities