Experience

Lumin Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Associate, Investment Services

  • Dec 2020 - Present

  • Executes all trades for wealth management clients • Monitors investments for 401(k) and wealth management clients • Assists in the research and construction of investment models for wealth management accounts • Manages and facilitates the process of reviewing and updating investments within the 401(k) plans • Assists advisors in preparing for client meetings via custom reports and proposals • Processes quarterly billing for wealth management clients • Executes all trades for wealth management clients • Monitors investments for 401(k) and wealth management clients • Assists in the research and construction of investment models for wealth management accounts • Manages and facilitates the process of reviewing and updating investments within the 401(k) plans • Assists advisors in preparing for client meetings via custom reports and proposals • Processes quarterly billing for wealth management clients



Sterling Bank & Trust, FSB

• Banking
• 100 - 200 Employee

• Information Systems Assistant

  • May 2018 - Dec 2020

  • Assisted with overseeing special project management and leading new hire training • Executed and managed monthly reports for online banking • Facilitated the updating of bank policies and creation of bank procedures • Played an integral role in the implementation and active management of vendor database software • Assisted with overseeing special project management and leading new hire training • Executed and managed monthly reports for online banking • Facilitated the updating of bank policies and creation of bank procedures • Played an integral role in the implementation and active management of vendor database software



Grand Valley State University

• United States
• Higher Education
• 700 & Above Employee

• Student Payroll Assistant

  • Sep 2016 - Apr 2018

  • Developed and implemented efficient payroll procedures to reduce processing time • Streamlined call center training workflows to improve client experience • Provided immediate solutions to guide employees through various inquiries • Input payroll and tax forms into client database applications • Developed and implemented efficient payroll procedures to reduce processing time • Streamlined call center training workflows to improve client experience • Provided immediate solutions to guide employees through various inquiries • Input payroll and tax forms into client database applications



Hantz Financial

• United States
• Financial Services
• 1 - 100 Employee

• Tax Intern

  • May 2016 - Aug 2016

  • Produced client tax deliverables used during annual reviews • Constructed Morningstar portfolio reports for client investments • Produced client tax deliverables used during annual reviews • Constructed Morningstar portfolio reports for client investments