Experience

Lerch, Vinci & Bliss, LLP

• United States
• Accounting
• 1 - 100 Employee

• Financial Analyst

  • Jul 2021 - Present



Planned Retirement Consultants & Administrators, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Retirement Plan Associate

  • Nov 2020 - Jul 2021

  • Managed day-to-day client relationships and handled inquiries regarding year-end data collection, loans and distributions. • Analyzed large amounts of financial/accounting data to update client information and profiles. • Reconciled asset activity, prepared annual valuation, and completed government filings. • Reviewed client census data, determined participant eligibility, calculated contribution allocations, and ran all applicable nondiscrimination testing. • Prepared and processed participant loans and distributions.



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Oct 2019 - Mar 2020

  • Advised a team of advisors with prospecting new clients for business growth. • Analyzed annuity, bonds, mutual funds, and insurance in order to offer clients sound financial planning strategies. • Managed financial advisors’ calendars for client meetings. • Utilized firm resources to educate clients on financial products and enhance portfolios. • Assisted in research for the construction of portfolios for existing clients. • Rendered investment products suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences. • Attended and observed client portfolio reviews, weekly company workflow meetings, and other financial or company seminars and meetings. Communicated with firm partners after meetings to evaluate how firm can improve itself.



Pizza Love

• United States
• Restaurants
• 1 - 100 Employee

• Manager

  • Aug 2018 - Oct 2019

  • Managed daily operations in order to provide exceptional quality and exceed customer expectations. • Advised specific customer accounts. • Enforced company customer service protocol. • Organized fundraisers for charities, schools, soccer teams, etc. • Managed daily operations in order to provide exceptional quality and exceed customer expectations. • Advised specific customer accounts. • Enforced company customer service protocol. • Organized fundraisers for charities, schools, soccer teams, etc.