Financial Analyst

• Aug 2021 - Present

Client Service Associate

• Jan 2020 - Aug 2021

Student

• Jan 2016 - Dec 2019

Intern

• May 2018 - Aug 2018

As an intern, it was my job to prepare and review tax returns for high net worth private equity funds in addition to participating in collaborative discussions regarding the tax treatment of investment based income and expenses. These tasks required investigative research into prior year reports in conjunction with tax code referencing and interpretation to justify current tax treatment for each fund. As an intern, it was my job to prepare and review tax returns for high net worth private equity funds in addition to participating in collaborative discussions regarding the tax treatment of investment based income and expenses. These tasks required investigative research into prior year reports in conjunction with tax code referencing and interpretation to justify current tax treatment for each fund.

Broker/Financial Associate - Intern

• Feb 2018 - May 2018

It was my goal to work with clients to help them address their financial goals through the implementation of a comprehensive approach based upon the principles of well-rounded financial advice, attention to detail, an innovative approach to wealth management and a personalized wealth strategy. Whether they are just beginning to plan for their future or will soon be entering retirement, the objective is to first protect and then preserve the lifestyles of clients, their assets and loved ones. While different clients' strategies may vary, the goal is always the same...to help them achieve financial stability. 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. Show less

Campus Representative

• Nov 2015 - May 2018

As a Campus Rep for FreeTextbooks, I provide fast, easy, and friendly support to on campus students who are looking to sell their unwanted textbooks. By meeting students on and around campus, I make food deliveries as well as perform buyback of used textbooks from students in order to spread the FreeTextbook brand.

Team Lead

• Nov 2015 - Dec 2017

Expectations:-Coordinate with Logistics Intern to have 10-15 delivery events per semester.-Decide what students would most want delivered, order those items, and pick-up them up for delivery-Share FreeTextbooks with student groups, greek life, and other campus organizations.-Recruit student influencers to join the FreeTextbooks team.-Pitch to student papers and online publications about events we’re hosting on campus.-Contribute to the FreeTextbooks blog.

Founding Director Of Finance And Operations

• Mar 2017 - Oct 2017

I am tasked with all billing and funding needs in addition to budget planning for the entire chapter. I serve as the sole decider as to where and when all chapter funds are spent or saved. Additionally, my position requires me to file all tax forms and documents affiliated with the fraternity. I am tasked with all billing and funding needs in addition to budget planning for the entire chapter. I serve as the sole decider as to where and when all chapter funds are spent or saved. Additionally, my position requires me to file all tax forms and documents affiliated with the fraternity.

CDL Driver

• Jun 2017 - Aug 2017

Tasked with:- Prompt delivery of materials to various commercial and residential job sites- Planning daily delivery routes to optimize trip efficiency- Ensuring a safe maximum load on the truck along with proper tie down techniques

Equipment and Materials Delivery Driver

• May 2016 - Jun 2017

Responsible for receiving and delivering both stucco and masonry materials to various commercial and residential job sites throughout the state of Colorado.