Experience

PromiseOne Bank

• United States
• Banking
• 1 - 100 Employee

• Loan Officer

  • Jan 2020 - Present

• Credit Analyst

  • Jan 2020 - Present

• Underwriter

  • Jan 2020 - Present



FEFA

• United States
• Advertising Services
• 1 - 100 Employee

• Financial Planning/ Asset Management Intern

  • Jun 2019 - Jul 2019

   Educated clients on Federal Benefits to help better prepare them for retirement  Collected client information in order to build and manage client portfolios  Accompanied professionals in developing detailed recommendations for clients  Created optimal portfolios that mirrored clients’ risk tolerances



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • May 2018 - Feb 2019

   Reviewed hundreds of client data and enter information into online retriever  Accompanied professionals to learn about creating presentations for clients  Gained insight regarding how to create an effective plan for clients



Irs Taxpayer Advocate Service

• Volunteer Income Tax Assistant

  • Jan 2018 - Apr 2018

   Prepared over 30 income tax returns accurately and efficiently for the IRS  Communicated face-to-face with clients about recommendations  Gained team building skills by working and communicating with others to prepare tax returns