Experience

Wealthspire Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Advisor Associate

  • Jun 2023 - Present

  Milwaukee, Wisconsin, United States



University of Wisconsin-Madison

• Higher Education
• 700 & Above Employee

• Peer Coach Mentor

  • Sep 2022 - May 2023

  Madison, Wisconsin, United States -Conduct individual meetings with roughly 20 undergraduate students to reflect on their coaching experience -Communicate financial coaching concepts to students to improve their coaching skills -Provide feedback to superior to refine the coaching program



Wealthspire Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Wealth Intern

  • Jun 2022 - Jul 2022

  Milwaukee, Wisconsin, United States -Develop positive relationships by handling administrative requests from team members on behalf of clients or otherwise handle client matters in a timely and efficient manner -Participate in company-wide meetings -Help improve various processes by bringing fresh ideas to the firm and its committees



South Milwaukee Recreation Department

• Swim Instructor

  • Nov 2018 - Mar 2020

  South Milwaukee, Wisconsin, United States -Directed up to 10 kids between the ages of 4 and 12 on swimming and diving techniques in a gentle yet stern manner to create a fun and safe environment -Timed and/or calculated scores during swim meets while assisting the kids on when and where they should be swimming



Cousins Submarines, Inc.

• United States
• Restaurants
• 100 - 200 Employee

• Cashier

  • Jan 2016 - Jun 2017

  South Milwaukee, Wisconsin, United States -Assisted customers with placing orders and answering questions -Prepared ingredients for other co-workers and prepared orders for customers