Experience

The Kelly Group- Financial Planning and Wealth Management Services

• Certified Financial Planner

  • Jul 2022 - 1 year 6 months

  Bel Air, Maryland, United States

• Financial Planning Associate

  • Dec 2015 - Sep 2022

  Bel Air, MD



Ruby Tuesday

• Netherlands
• Apparel & Fashion

• Server

  • Apr 2012 - Nov 2015

  Expected to be able to take care of 5 or more tables at the same time in a timely manner. Being able to work in a fast paced environment and making quick and efficient decisions was the key factor in the amount of tips you received.



The Kelly Group

• Staffing and Recruiting
• 1 - 100 Employee

• Accounting Intern

  • Jan 2015 - Apr 2015

  Bel Air, Maryland Expected to complete bookkeeping for small businesses, such as payroll and bank reconciliations using Quickbooks. Worked on individual tax returns using Lacerte. Prepared financial plans for wealth management advisors. Reviewed Financial Statements for small businesses


Shoprite Supermarket
• Retail Groceries
• 1 - 100 Employee
• Cashier

  • Jun 2009 - Apr 2012