Experience

Visions Investment Services

• United States
• Investment Management
• 1 - 100 Employee

• College Intern

  • Jun 2023 - Present

  Binghamton, New York, United States •Constructed financial plans for client meetings by updating and inputting information into RightCapital to give the client/s an idea of how obtainable their investment and retirement goals are with the current asset allocation and financial situation •Analyzed client portfolios by inputting current holdings into different online systems, taking note of the current risk and rate of return of the portfolio, and proposing a new asset allocation to increase the clients rate of return while… Show more •Constructed financial plans for client meetings by updating and inputting information into RightCapital to give the client/s an idea of how obtainable their investment and retirement goals are with the current asset allocation and financial situation •Analyzed client portfolios by inputting current holdings into different online systems, taking note of the current risk and rate of return of the portfolio, and proposing a new asset allocation to increase the clients rate of return while minimizing additional risk •Participated in client meetings by accompanying the financial advisor and contributing to discussion in order to become more knowledgeable on the common reasons for client meetings, explore different client objectives, and look at the proper course of action prior to and following the meeting based on the needs of the client Show less



Cornerstone Advisors Asset Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Extern

  • May 2023 - May 2023

  Bethlehem, Pennsylvania, United States •Rotated through each department of the organization to see the day-to-day operations of every section of the business, learn how the business operates as a whole, and ask questions to the employees to learn how they manage their clients assets •Presented a project on the future of artificial intelligence to the firm by collaborating with two college students from Lehigh University and Texas Christian University to conduct research on the topic, analyze data, and conclude the externship… Show more •Rotated through each department of the organization to see the day-to-day operations of every section of the business, learn how the business operates as a whole, and ask questions to the employees to learn how they manage their clients assets •Presented a project on the future of artificial intelligence to the firm by collaborating with two college students from Lehigh University and Texas Christian University to conduct research on the topic, analyze data, and conclude the externship experience •Fulfilled our presentation prompt by speaking about the potential of over-reliance on artificial intelligence and the effect that could have on brain development, mentioning the industries that could potentially see job loss due to artificial intelligence, and also providing examples of industries that are benefiting from it to give a thought provoking and intriguing final presentation Show less



ESL Federal Credit Union

• United States
• Financial Services
• 500 - 600 Employee

• Student Teller

  • May 2022 - Jan 2023

  Newark, New York, United States •Processed transactions for members during the summer and winter months by using the POS system and handling the members’ cash, while also contacting other departments to ensure each payment was being applied correctly and accurately •Guaranteed a friendly and streamlined experience for members by greeting them, answering any specific questions, and maintaining conversation to uphold the company’s values of integrity, initiative, and caring about people •Recommended products and services… Show more •Processed transactions for members during the summer and winter months by using the POS system and handling the members’ cash, while also contacting other departments to ensure each payment was being applied correctly and accurately •Guaranteed a friendly and streamlined experience for members by greeting them, answering any specific questions, and maintaining conversation to uphold the company’s values of integrity, initiative, and caring about people •Recommended products and services such as short-term loans, credit cards, opening a checking or savings account, or speaking with wealth management by evaluating the customer’s needs and current situation to give the best financial guidance possible Show less



Follett Higher Education

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Dec 2021 - May 2022

  Canandaigua, New York, United States •Completed transactions for customers while also engaging in conversation, restocking shelves, and preparing online orders by using time management skills to ensure that the sales floor is running smoothly and all customers are being serviced •Presented students with the required course materials by pulling the proper textbooks and online access codes from inventory, ringing up the customer for their materials, and providing them with information on how to use financial aid for their purchase



Walmart

• United States
• Retail
• 700 & Above Employee

• Digital Shopper

  • Mar 2020 - Aug 2021

  Newark, New York, United States •Fulfilled online orders for customers by pulling items from both the sales floor and Walmart’s backend inventory and providing substitute products if needed to ensure customer satisfaction in the online order fulfillment process •Worked with fellow employees to effectively gather items from the various locations and coolers to ensure the order is ready upon arrival, paying close attention to orders that had perishable items •Completed the online pickup process by meeting customers at… Show more •Fulfilled online orders for customers by pulling items from both the sales floor and Walmart’s backend inventory and providing substitute products if needed to ensure customer satisfaction in the online order fulfillment process •Worked with fellow employees to effectively gather items from the various locations and coolers to ensure the order is ready upon arrival, paying close attention to orders that had perishable items •Completed the online pickup process by meeting customers at their vehicles with their orders, bagging their items, and placing them in their vehicle to provide a quick and efficient service Show less



Walgreens

• United States
• Retail
• 700 & Above Employee

• Customer Service Associate

  • Dec 2018 - Feb 2020

  Wolcott, New York, United States •Ensured the sales floor was up to standards by unloading the truck to restock shelves, zoning and organizing the aisles, and rotating products based on dates to give customers an enjoyable shopping experience •Provided a pleasant check-out experience for customers by properly using the POS system while maintaining friendly conversation •Assisted pharmacy technicians in filling prescriptions, checking out customers, and inputting insurance information in the system