Business Development Associate

• Jul 2023 - Present

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Growth Partners is a wholly owned subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Show less

Bartender

• Jun 2022 - Jan 2023

Barback

• May 2021 - Aug 2021

Wealth Management Intern

• Jun 2021 - Jul 2021

-Analyzed large cap growth and large cap value funds using Microsoft Excel. -Contacted various mutual fund sales representatives to compare and analyze different funds. -Created PowerPoint presentations to consolidate information to assist my manager. -Recommended funds to provide new investment options for customer portfolios. -Analyzed large cap growth and large cap value funds using Microsoft Excel. -Contacted various mutual fund sales representatives to compare and analyze different funds. -Created PowerPoint presentations to consolidate information to assist my manager. -Recommended funds to provide new investment options for customer portfolios.