Wealth Management Associate

• May 2022 - Present

As an Associate Advisor, my main responsibility to aid the primary advisors with any and all of their needs. This includes analyzing client data and portfolios, performing various forms of research, automating mundane everyday tasks with python, and much more.

Wealth Management Intern

• Jan 2022 - May 2022

Financial Analyst

• May 2022 - Present

Staff Internal Auditor

• Oct 2020 - May 2022

As a Staff Internal Auditor at Alder Holdings, I collaborate with the Chief Accountant, Payroll Manager, and Company Executives to produce essential audits. Audits include the analysis of weekly sales and determining customer credit risk to ensure the profitability of accounts sold, quality assurance of supporting departments to ensure customer satisfaction and retention, weekly and monthly payroll to prevent missed payments and payments in error. I also collaborate with the Accounting Department to perform needed audits for their team to ensure the accuracy of their reporting.Key Achievements:-- Participated in the launch of an auditing team responsible for the development and implementation of new auditing procedures to reduce internal fraud and maximize capital preservation- Automated portions of company payroll with SQL that greatly reduces the time needed preparing payroll while providing code that will allow the company to scale operations while maintaining accurate payroll. Show less

Customer Loyalty Representative

• Jan 2020 - Oct 2020

As a Customer Loyalty Rep, I took up to 50 inbound and outbound calls to ensure satisfaction with customers’ alarm systems and service a day. I key part of my responsibilities was to build value in our service and renew customer service agreements to ensure that we continued keeping them and their families safe.

Shift Lead

• Aug 2018 - Aug 2019

As a shift lead, I prepared daily sales reports and bank deposits but also performed more general store duties such as greeting customers and assisting them through ordering, and resolving any complaints or issues. I was also responsible for organizing 4-5 employees’ duties per shift to ensure the smooth operation of the store. As a shift lead, I prepared daily sales reports and bank deposits but also performed more general store duties such as greeting customers and assisting them through ordering, and resolving any complaints or issues. I was also responsible for organizing 4-5 employees’ duties per shift to ensure the smooth operation of the store.

Owner

• Jul 2016 - Aug 2019

As the Owner of Bumper to Bumper, I kept all company books and ensured accuracy to give a good view of company financials. I performed services from a basic wash to full paint correction and protection in the luxury vehicle market. In order to provide superior service, I communicated directly with customers to assess needs and approach each vehicle with those needs in mind. As the Owner of Bumper to Bumper, I kept all company books and ensured accuracy to give a good view of company financials. I performed services from a basic wash to full paint correction and protection in the luxury vehicle market. In order to provide superior service, I communicated directly with customers to assess needs and approach each vehicle with those needs in mind.

Intensive Care Unit Intern

• Sep 2018 - Jan 2019

During my volunteer time in the ICU, I collaborated with the Physical Therapy team to develop patient recovery plans and aided doctors and nurses in the evaluation, care for, and discharge of patients. During my volunteer time in the ICU, I collaborated with the Physical Therapy team to develop patient recovery plans and aided doctors and nurses in the evaluation, care for, and discharge of patients.