Wealth Manager

• Jul 2021 - Present

Planning Specialist

• Jan 2021 - Jul 2021

Private Client Services Associate

• Jan 2020 - Jan 2021

Sales Associate

• Jan 2018 - Jan 2020

Research Intern

• May 2017 - Dec 2017

*Report directly to the CEO and New York Managing Director of this national, retained executive search and consulting company*Responsible for projects which encompassed database management, project management, and report research and production. *Report directly to the CEO and New York Managing Director of this national, retained executive search and consulting company*Responsible for projects which encompassed database management, project management, and report research and production.

Senior Manager

• May 2015 - Dec 2017

*Oversee building operations at the main Student Union Center at American University*Collaborate across departments at the University in order to ensure that duties are completed in an effective and timely manner

Referee

• Aug 2014 - Aug 2015

* Responsible for all participants safety during activity* Make sure all participants follow the games rules and regulations *Report back to my boss on how everything went the following day

Founder and President at American University

• Apr 2016 - May 2017

* Recruited, screened, and hired an Executive Committee of 5 Vice Presidents and a faculty advisor*Designed executive committee and chairman training focused on leadership development and marketing*Corresponded with administration, faculty, staff, and other on/off campus organizations regarding AMA planning and programming * Recruited, screened, and hired an Executive Committee of 5 Vice Presidents and a faculty advisor*Designed executive committee and chairman training focused on leadership development and marketing*Corresponded with administration, faculty, staff, and other on/off campus organizations regarding AMA planning and programming

Chief of Staff Intern

• Aug 2016 - Jan 2017

*Research and contact CEO's and Marketing Managers for potential partnership opportunities for CONNECTpreneur*Research business trends critical to advancing company influence, this includes providing research for panel topics to be used in future conferences held by Lore *Prepared for BigIdea CONNECTprenuer conference September 2016, the largest business conference in the Mid-Atlantic where attendees included strong influencers with a total of 400 business leaders and 200 CEOs*Edit blog posts that get directly published

Sales and Marketing Intern

• May 2016 - Aug 2016

* Source new sales opportunities through inbound lead follow-up, make 300 outbound cold calls daily, and organize meetings with prospective CEOs and small businesses to sell supplemental insurance*Route qualified opportunities to the appropriate sales executives for further development and closure*Obtained Maryland Accident and Health Producer License * Source new sales opportunities through inbound lead follow-up, make 300 outbound cold calls daily, and organize meetings with prospective CEOs and small businesses to sell supplemental insurance*Route qualified opportunities to the appropriate sales executives for further development and closure*Obtained Maryland Accident and Health Producer License

Kogod Liason

• Jan 2015 - May 2016

* Learn from and network with colleagues and industry professionals* Communicate with American University's Business school to keep a good relationship*Get guest speakers from the Kogod School of Business to speak to our club members * Learn from and network with colleagues and industry professionals* Communicate with American University's Business school to keep a good relationship*Get guest speakers from the Kogod School of Business to speak to our club members

Marketing Intern

• Aug 2015 - Jan 2016

* Responsible for creating tweets and blog posts that are directly posted to the website and viewed by consumers* Meet with a supervisor once a week to get advice and feedback on my work * Responsible for creating tweets and blog posts that are directly posted to the website and viewed by consumers* Meet with a supervisor once a week to get advice and feedback on my work

Ambassador

• 2015 - 2016

* Represent the American University community and act as a leader and role model for prospective and accepted students by doing the following:- Give campus tours and participate in local community engagement- Plan, set up and host special events- Host prospective students and incoming freshmen- Etc. * Represent the American University community and act as a leader and role model for prospective and accepted students by doing the following:- Give campus tours and participate in local community engagement- Plan, set up and host special events- Host prospective students and incoming freshmen- Etc.

Party and Event Host

• 2013 - 2014

* Responsible for all arena activities, including but not limited to the monitoring and assurance of guest safety and satisfaction* Received tips for doing an exceptional job* Organize, guide and oversee games, communicate with players, and check and clean the arena and equipment * Responsible for all arena activities, including but not limited to the monitoring and assurance of guest safety and satisfaction* Received tips for doing an exceptional job* Organize, guide and oversee games, communicate with players, and check and clean the arena and equipment

Active Member

• 2011 - 2014

* Participate in development activities and competitions that further my skill and knowledge about marketing and management * Participate in development activities and competitions that further my skill and knowledge about marketing and management

Active Member

• 2010 - 2013

* Work to integrate students with intellectual and developmental disabilities with those in general education by raising awareness and spreading tolerance * Work to integrate students with intellectual and developmental disabilities with those in general education by raising awareness and spreading tolerance