Experience

Lanphier LLP

• United States
• Accounting
• 1 - 100 Employee

• Tax Associate

  • Jun 2020 - Present

• Tax Intern

  • Jan 2020 - Jun 2020



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Jun 2019 - Aug 2019

  • Assisted and educated Financial Advisors with newest digital tools and resources including online scheduling, client communication, asset aggregation, and other online resources • Worked directly with clients on opening online accounts, imputing account information, and explaining digital tools available through their online account • Attended client meetings, investor meetings, client financial planning, and branch sales meetings • Assisted and educated Financial Advisors with newest digital tools and resources including online scheduling, client communication, asset aggregation, and other online resources • Worked directly with clients on opening online accounts, imputing account information, and explaining digital tools available through their online account • Attended client meetings, investor meetings, client financial planning, and branch sales meetings



Starbucks

• United States
• Retail
• 700 & Above Employee

• Barista

  • May 2018 - Aug 2018

  • Interacted with customers on a daily basis, providing friendly and welcoming service • Worked in a fast paced environment and utilized multi-tasking skills • Attended company training sessions on corporate culture and applied learning when interacting with customers and coworkers • Interacted with customers on a daily basis, providing friendly and welcoming service • Worked in a fast paced environment and utilized multi-tasking skills • Attended company training sessions on corporate culture and applied learning when interacting with customers and coworkers



GRACEDBYGRIT

• Solana Beach, CA

• Sales Associate

  • Jul 2015 - Aug 2016

  • Promoted products to customers by recommending different items based on what they were looking for and what they were already planning on purchasing • Interacted with customers in a friendly, professional manner • Opened and closed store, managed register and checked out costumers • Promoted products to customers by recommending different items based on what they were looking for and what they were already planning on purchasing • Interacted with customers in a friendly, professional manner • Opened and closed store, managed register and checked out costumers