Experience

UX Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Operations & Advisory Support Lead

  • Aug 2023 - Present

• Advisor Support Specialist

  • Aug 2021 - Aug 2023



Spire Digital

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Staff Accountant

  • Jun 2021 - Aug 2021

• Junior Accountant

  • Sep 2020 - May 2021

• Finance & Accounting Intern

  • Jun 2020 - Sep 2020



Treasurer

• Mayor’s Youth Advisory Commission (MYAC)

  • Sep 2016 - May 2017

  I was appointed to the position of Treasurer for the Mayor’s Youth Advisory Council, where I collaborated with a council of nine appointees. In this role, I created and maintained in depth-budgets, monitored all spending accounts, provided general money management, and reported to the head of MYAC.

• Interact Club

  • Sep 2015 - May 2017

  As treasurer of the local high school branch of Rotary Youth Exchange (Interact Club), I managed the community service club’s financial accounts, monitored spending, and shared financial reports during meetings. I participated in the financial planning and budgeting processes for the annual community service trip in which we installed solar panels in five homes on the local Native American reservation. I also assisted in planning activities for next year’s community service trip abroad, including organizing travel arrangements, finding chaperones, arranging local partnerships, and determining appropriate service projects. Show less



Keller Williams Realty, Inc.

• United States
• Real Estate
• 700 & Above Employee

• Real Estate Broker Assistant Marketing Director

  • Apr 2016 - Dec 2016

  As Assistant Marketing Director, I created and distributed marketing collateral such as flyers, postcards, holiday cards, client emails, etc. Using CREN Paragon, GIS Technology, and La Plata County Eagle Web, I was able to locate neighborhoods and addresses for mail campaigns. I worked one-on-one with clients to ensure approval of listings, and I assisted with various office tasks such as organizing paperwork, mailing letters, answering phone calls, scheduling appointments, etc. In addition, I built, uploaded, managed, and maintained Craigslist and Zillow property postings and kept databases up to date by entering, updating, and removing data. Show less