Wealth Manager

• Feb 2023 - Present

Advanced Wealth Planner

• Sep 2021 - Feb 2023

Financial Planning Consultant

• Aug 2021 - Sep 2021

Financial Planning Associate

• Nov 2018 - Aug 2021

Support LPL advisors with all questions pertaining to CFP topics. Help advisors implement financial planning strategies within financial planning technology (eMoney, Money Guide, Right Capital). Create content for financial planning webinars/presentations. Provide financial planning technology demonsterations for advisors that are looking for new software.

Intern

• May 2018 - Jul 2018

Fiscal Assistant

• Apr 2017 - May 2018

Under the supervision of the Fiscal Officer, my position is responsible for providing aid in the various tasks related to payroll processing, financial reporting, employee benefits, accounts payable, and data entry. Under the supervision of the Fiscal Officer, my position is responsible for providing aid in the various tasks related to payroll processing, financial reporting, employee benefits, accounts payable, and data entry.

Campus Ambassador

• Feb 2018 - Apr 2018

As a campus ambassador, my responsibilities consists of promoting brand awareness by promoting the companies product to driving sales. This role involved interacting with the groups that I am affiliated with and also to reach out to target audiences that are related to fields of economics, political science, and business. I give brief presentations to classes to provide a student's perspective on how the subscription has benefitted me and how it provides a credible, non-biased source of international news. Show less

Extern

• Feb 2018 - Apr 2018

Enrolled in an externship program through San Diego State University's Financial Planning Association where students are able to shadow employees within different departments [financial planning, tax planning, investments, etc] of a Financial Planning company to learn about day-to-day operations as well as familiarize themselves with the financial technology being used. Enrolled in an externship program through San Diego State University's Financial Planning Association where students are able to shadow employees within different departments [financial planning, tax planning, investments, etc] of a Financial Planning company to learn about day-to-day operations as well as familiarize themselves with the financial technology being used.

Student Ambassador

• Mar 2017 - Apr 2018

Morning Brew is a free daily e-mail newsletter that acts as a one-stop shop to keep millennial business professionals up to date with the business world. The content of each newsletter contains all things business news, business lifestyle, and career development related. As an ambassador, my job is to spread awareness and invite my fellow collegues to widen our community of aspiring business leaders. Morning Brew is a free daily e-mail newsletter that acts as a one-stop shop to keep millennial business professionals up to date with the business world. The content of each newsletter contains all things business news, business lifestyle, and career development related. As an ambassador, my job is to spread awareness and invite my fellow collegues to widen our community of aspiring business leaders.

Cashier Customer Service

• Aug 2016 - Dec 2016

Sales Associate/Intern

• Mar 2016 - Aug 2016

SOVRN Republic is a premium action lifestyle brand with a concentration on innovative product design for the community of people who are passionate about exploring and traveling. We focus our product design criteria with the needs of our core customers at the forefront, keeping functionality the main priority. Our designs are heavily influenced by our roots in surf culture and passion for traveling the world to experience other cultures very different from our own. With this position, I am responsible for operating our inventory checks, maintaining quality control of products, and contacting our manufacturing partners from over seas about blemished products they send through our product shipments. I also provide product knowledge and establish client relationships through sales at our local shop. Show less

College of Business Representative

• Feb 2016 - Jun 2016

I was elected to represent the 5,000+ undergrad students of the College of Business. I sit on the University Council of Associated Students, which is comprised of elected representatives from each of the University's eight colleges. In my role, I connect students to resources and opportunities within the College of Business, advocate for their interests, aid student organizations market, and serve as a liaison between students, the Associated Business Student Council, and campus administrators. I was elected to represent the 5,000+ undergrad students of the College of Business. I sit on the University Council of Associated Students, which is comprised of elected representatives from each of the University's eight colleges. In my role, I connect students to resources and opportunities within the College of Business, advocate for their interests, aid student organizations market, and serve as a liaison between students, the Associated Business Student Council, and campus administrators.

Recreational Leader

• May 2015 - Aug 2015

Supervise youth [6-12] during summer camps funded through the local city hall and provide them with educational games, arts, and crafts. Organize/set up activities [ie. Bingo, luncheon, leisure classes, special events] at local senior center. Manage transactions of city excursions through an online database. Supervise youth [6-12] during summer camps funded through the local city hall and provide them with educational games, arts, and crafts. Organize/set up activities [ie. Bingo, luncheon, leisure classes, special events] at local senior center. Manage transactions of city excursions through an online database.