Accounts & Operations Manager

• May 2021 - Present

Digital Content Strategist

• Oct 2019 - Apr 2022

Underwriter / Real Estate Analyst

• Apr 2022 - Feb 2023

Financial Planning & Investment Advisory Intern

• Jan 2020 - Feb 2020

• Created a research packet regarding social impact/ESG investing to be used by investment advisors in client meetings. • Wrote tax season updates for +50 clients using investment reports and relevant tax law information. • Joined the company’s founder and president in client meetings to discuss tax and investment strategy for clients. • Created a research packet regarding social impact/ESG investing to be used by investment advisors in client meetings. • Wrote tax season updates for +50 clients using investment reports and relevant tax law information. • Joined the company’s founder and president in client meetings to discuss tax and investment strategy for clients.

Program Assistant & Mentor, Peer Tutor

• Dec 2017 - Dec 2019

• Assisted +20 students per week, including veterans, international students, students with learning disabilities, and other diverse populations with course material in Accounting, Finance, Math, and Spanish in order to encourage self-regulated learning. • Led staff meetings to educate the Student Success Center’s tutors in teaching methods, learning levels, and test anxiety. • Audited tutors and objectively evaluated their sessions to ensure that the staff was efficiently fostering students’ academic success. Show less

Global Wealth & Investment Management Intern

• May 2019 - Aug 2019

• Created a weekly market update with information on equities, fixed income, and current events to assist advisors in client meetings. • Formulated and completed an end-of-summer project on Microsoft Excel in the form of a portfolio comparison tool to aid financial advisors in adjusting their benchmark portfolio for institutional clients. • Researched captive insurance clients and assessed their financial statements in order to provide valuable information to advisors. • Created a weekly market update with information on equities, fixed income, and current events to assist advisors in client meetings. • Formulated and completed an end-of-summer project on Microsoft Excel in the form of a portfolio comparison tool to aid financial advisors in adjusting their benchmark portfolio for institutional clients. • Researched captive insurance clients and assessed their financial statements in order to provide valuable information to advisors.