Business Advising and Career Assistant

• Aug 2023 - Present

Financial Planning and Analysis Intern

• Jun 2023 - Aug 2023

Data Management and Analysis: Managed and analyzed financial data sourced from Charles Schwab for over 30+ clients and business entities. Conducted thorough income tax projections, cash flow statements, and more to critically assess all components of evolving personal finance. Provided clients with informed tax and investment strategies to minimize liabilities and optimize financial outcomes. Visualization and Reporting: Developed dynamic and visually engaging reports to present complex financial data clearly. Utilized graphs, charts, and visualizations to convey investment trends to clients and stakeholders. Collaborative Planning: Closely worked with Financial Planners and Associates to align investment strategies with broader financial planning goals Show less

Retail Cashier

• Nov 2020 - May 2023

UX Intern

• Jan 2022 - May 2022

Collaborated with graphic designers and engineers to create my senior capstone project titled ‘Loffee’. A local coffee shop finder designed for the everyday coffee drinker. I utilized software such as Adobe XD and Adobe Illustrator to create the brand’s entire image including the logo, app design, and color scheme. Additionally, I researched marketing and business principles and concluded cost analysis of implementing my app in the real world. Lastly, I presented my work at an IFocus quarterly meeting. Show less

Co-Founder

• Nov 2020 - Mar 2022

I co-founded the Eye of An Immigrant (EOAI) my junior year of high school. It serves as a platform for immigrant families to share their experiences on and for resource assistance. After incorporating with 501 (c)(3) certification, and establishing a Board of Directors, we strive to provide immigrant families with legal and financial assistance across the United States. I co-founded the Eye of An Immigrant (EOAI) my junior year of high school. It serves as a platform for immigrant families to share their experiences on and for resource assistance. After incorporating with 501 (c)(3) certification, and establishing a Board of Directors, we strive to provide immigrant families with legal and financial assistance across the United States.

Development Intern

• Jun 2021 - Jul 2021

As a social change intern, I was challenged to isolate an issue I saw in my community, design, and implement a solution to this concern. I established the Eye of an Immigrant social campaign with a peer by utilizing Startland's vast network and working alongside experienced mentors. The campaign was dedicated to uplifting the immigrant voices in KC. At Startland, I got to experience the importance of hands-on learning and thrived in a hybrid setting. At the end of our cohort, we pitched our idea on Zoom and in the 2021 Entrprenierual KC Competition. Show less