Experience

Inspired Healthcare Capital

• United States
• Financial Services
• 1 - 100 Employee

• Client Relations Associate

  • Jun 2023 - Present



Focus Financial Network, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planning Intern

  • May 2022 - Aug 2022

  - Conducted in depth research on a stock class to refine down the class to one stock and one mutual fund for leadership. Presented findings with a detailed economic analysis. - Presented at weekly development meetings with leadership team. - Supported the creation of customized financial plans for clients. - Created detailed reports on financial news for business owner. - Collected statistics of key competitors to determine areas of differentiation and focus. - Managed and organized filing, document scanning into digital file system and data entry. Show less



Down Syndrome Association of Minnesota

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Business Strategy Intern

  • Jan 2022 - Mar 2022

  - Conceptualized and implemented new, creative marketing strategies for a new online volunteer coordination site to help organization reach financial goals for fundraising and finding volunteers for events. - Organized office space and files to make an efficient work environment. - Received weekly business coaching from senior leaders to enhance professional skills and learn more about the finances of the organization. - Conceptualized and implemented new, creative marketing strategies for a new online volunteer coordination site to help organization reach financial goals for fundraising and finding volunteers for events. - Organized office space and files to make an efficient work environment. - Received weekly business coaching from senior leaders to enhance professional skills and learn more about the finances of the organization.



Bearpath Golf and Country Club

• United States
• Hospitality
• 1 - 100 Employee

• Assistant Tennis Director

  • May 2019 - Aug 2021

  - Trained athletes from ages 3 to 50 and ensured they advanced their tennis skills. - Members requested private tennis lessons from me for their athletes on a daily basis. - Ensured a high-level of customer satisfaction, where a positive attitude was essential, while maintaining professionalism at all times. - Designed various lesson plans within each age group to ensure growth in each individuals tennis skills. - Trained athletes from ages 3 to 50 and ensured they advanced their tennis skills. - Members requested private tennis lessons from me for their athletes on a daily basis. - Ensured a high-level of customer satisfaction, where a positive attitude was essential, while maintaining professionalism at all times. - Designed various lesson plans within each age group to ensure growth in each individuals tennis skills.