Financial Planning Analyst

• Jul 2022 - Present

Operations Associate

• Oct 2021 - Jul 2022

K Street Financial is a boutique financial planning practice based in Washington, DC with expertise in a wide variety of both personal and business planning topics. We know that clients are best served by a team of highly credentialed, service-focused professionals that act in their best interest. It's through this lens we’ve built and grown our organization. Our unique, planning-driven and outcomes-oriented approach to wealth management is a refreshing shift from the traditional approach where the investment portfolio & “beating the market” is often the plan. We strive to build lifetime relationships with the families that we serve while providing comprehensive and unbiased guidance through a bespoke planning process that delivers financial clarity, confidence, and security. Show less

College Financial Representative

• Aug 2020 - Oct 2021

Team Captain

• Jun 2021 - Sep 2021

Front Desk Staff

• Aug 2019 - May 2020

Front Desk Staff at the university's Kane Fitness Center. Responsible for opening and closing the club as a "key-holder" along with checking in and greeting guests while completing cleaning tasks assigned by management. Front Desk Staff at the university's Kane Fitness Center. Responsible for opening and closing the club as a "key-holder" along with checking in and greeting guests while completing cleaning tasks assigned by management.

Executive Assistant

• Jul 2019 - Dec 2019

Assistant to President and CEO, Gina Willoughby, in making sure that materials were prepared and ready for professional development seminars. I was also responsible for taking notes during these seminars that can be referred to later for further opportunities for team building and organizational support development. These seminars are designed to improve communication and collaboration with small and large teams. I assisted Ms. Willoughby with clients such as NASA and the US Patent and Trade Office. These seminars were with various secretarial and upper management teams. Show less

Brand Ambassador Intern

• May 2018 - Aug 2018

- Designed and built a process flow of operations to streamline market development - Created a nutritional guide using excel of the 2,000+ products in the warehouse - Hosted grand and re-grand opening events for markets at various law firms, government facilities, property management companies, distribution centers, and private firms - Audited markets for quality control - Ordered marketing materials, managed inventory, and coordinated with suppliers - Designed and built a process flow of operations to streamline market development - Created a nutritional guide using excel of the 2,000+ products in the warehouse - Hosted grand and re-grand opening events for markets at various law firms, government facilities, property management companies, distribution centers, and private firms - Audited markets for quality control - Ordered marketing materials, managed inventory, and coordinated with suppliers

Front Desk Associate

• Dec 2013 - May 2018

- Worked at both the Lakeforest and North Bethesda clubs - Member Service ambassador for the club management and membership - Responsible for greeting and checking in members, processing billing inquiries, and payments - Assist the membership sales team by welcoming guests and taking membership inquiries via phone and in person - Make copies of schedules, update club announcements, clean the club (picking up wipes, organizing free weights, cleaning weight room, cleaning cardio area), opening and closing the club, balancing the cash register - Opening and closing the club as a "key-holder" - “Delivering the ultimate fitness experience to every member, every visit” - Helped in the sales department calling leads and marketing the club at various events Show less