Associate Trader

• Jan 2022 - Present

Client Operations Associate

• Jul 2021 - Jan 2022

Client Operations Specialist

• Jul 2020 - Jul 2021

Teaching Assistant

• Aug 2019 - Dec 2019

Wealth Management Intern

• May 2019 - Aug 2019

-Assisted in the preparation for meetings by preparing a high volume of Investment Review books and client summaries -Observed, debriefed, and transcribed notes from client investment review and planning meetings -Input data into financial planning software including eMoney and Morningstar -Created and analyzed performance reports for weekly investment committee meetings using Dorsey Wright Point & Figure methodology -Attended weekly Financial Planning and Investment team meetings to help prepare financial plans, reviews, reports and client presentations Show less

Beverage Cart Attendant

• Apr 2017 - Aug 2018

-Stocked beverage cart at the beginning of each shift -Served snacks and beverages to patrons of the golf course in a timely manner to maintain the pace of play -Customized care to each patron by familiarizing self with various preferences, needs, and requests -Cash handling and inventory management experience -Stocked beverage cart at the beginning of each shift -Served snacks and beverages to patrons of the golf course in a timely manner to maintain the pace of play -Customized care to each patron by familiarizing self with various preferences, needs, and requests -Cash handling and inventory management experience

Lifeguard

• Jun 2015 - Sep 2015

-Supervised pool areas and trained in CPR and First Aid in order to promote a safe swimming environment -Maintained cleanliness of pool areas to prevent injury of more than 40 swimmers at a time -Displayed ability to pay attention to detail at a high capacity -Supervised pool areas and trained in CPR and First Aid in order to promote a safe swimming environment -Maintained cleanliness of pool areas to prevent injury of more than 40 swimmers at a time -Displayed ability to pay attention to detail at a high capacity

Server

• Jun 2014 - Sep 2014

-Cleaned syrup bottles, spouts, and caps, as well as inside and outside of trailer to maintain cleanliness -Refilled bottles and restocked materials at the end of each shift -Cash handling experience -Cleaned syrup bottles, spouts, and caps, as well as inside and outside of trailer to maintain cleanliness -Refilled bottles and restocked materials at the end of each shift -Cash handling experience

Intern

• Jun 2013 - Aug 2013

-Prepared locally sourced foods based on special dietary needs for select clients -Cleaned and sanitized the workspace to ANSI Food Handler standards -Prepared locally sourced foods based on special dietary needs for select clients -Cleaned and sanitized the workspace to ANSI Food Handler standards