Experience

W. P. Carey School of Business – Arizona State University

• United States
• Higher Education
• 400 - 500 Employee

• Alumni and Corporate Relations Student Worker III

  • Oct 2019 - Present

  • Act as lead administrator for all aspects of Salesforce including database integrity, client and prospect information, and sales call entry. • Identification and Analysis of high profile relationships for future donations. • Deepen existing relationships with existing donors through events and individual calling efforts. • Build relationships with corporate clients through value added events, sponsorships, and promotional activities. • Manage Alumni relationships with the school through events and tracking alumni that excel in their given fields. • Responsible for building and maintaining Excel and database management systems for high profile relationships of The W. P. Carey School of Business. • Coaching and training of employees on event planning and set-up for alumni and corporate events. Show less



Brookstone Venture Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Analyst Intern

  • Oct 2022 - Feb 2023



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Investor Services Apprenticeship

  • Sep 2022 - Oct 2022

  • In depth utilization of Salesforce for all client interactions • Client Service Training for problem resolution • Internal Networking and shadowing of senior management • Responsible for maintaining accurate client records. • Trained in de-escalating client disputes and problem solving • General financial services knowledge including brokerage, banking, and lendin • In depth utilization of Salesforce for all client interactions • Client Service Training for problem resolution • Internal Networking and shadowing of senior management • Responsible for maintaining accurate client records. • Trained in de-escalating client disputes and problem solving • General financial services knowledge including brokerage, banking, and lendin