Experience

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  Advus Financial Partners, LLC

  • Winter Park, Florida, United States

  • Wealth Management Intern

    • Jun 2024 - Present
    • Winter Park, Florida, United States

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  Florida Leadership Academy

  • United States
  • Professional Training and Coaching
  • 100 - 200 Employee

  • Technology Manager

    • May 2023 - Present

    Designed organization-wide layouts for Google Spreadsheet in Microsoft Teams Dashboard to oversee registration for 40+ events each semester using data validation. Conducted Beta testing for members with different access levels and automated previously used processes.

  • Mentee, Class of XIX

    • Apr 2022 - Apr 2023

    Collaborated with a group of mentees as a financial analyst to create a Case Competition Pitch to real world companies. Participated in personal and professional development workshops, attended civic engagement projects, attended weekly meetings, and networked with recruiters.

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  Fortiv Wealth Management

  • Orlando, Florida, United States

  • Finance Intern

    • May 2023 - Present
    • Orlando, Florida, United States

    Engaged with eMoney and Wealthscape software to organize the personal and financial information of clients and observed future projections when aspects such as income, life expectancy, and insurance are adjusted. Marketed services as the company launched their new brand by sending out 200 packets of information to current and future clients and providing feedback on website designs. Collaborated and trained with practice area leaders such as Investment, Long-Term Benefits, and Estate Planning.

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  Alpha Chi Omega Fraternity, Inc.

  • United States
  • Non-profit Organization Management
  • 700 & Above Employee

  • VP Finance

    • Oct 2022 - Present

    Assigned and collected dues from over 250 members, managing over $250k in chapter income.Created and maintained the annual chapter budget, assigning budgets to 30 chapter chair positions.

  • Finance Chair

    • Nov 2021 - Oct 2022

    Responsible for accounts receivable and invoicing by using accounting software.

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  Study Edge

  • Gainesville, Florida, United States

  • Course Contact - University of Florida

    • Jan 2022 - Present
    • Gainesville, Florida, United States

    Responsible for comprehensive note taking and reporting for business courses at the University of Florida.

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  Sixty Vines

  • Winter Park, Florida, United States

  • Hostess

    • Jun 2021 - Present
    • Winter Park, Florida, United States

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  Ashar Group

  • Maitland, Florida, United States

  • Policy Services Team

    • Jun 2018 - May 2021
    • Maitland, Florida, United States