Experience

NW Financial Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Aug 2020 - Present



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Advisor Development Summer Analyst

  • Jun 2019 - Aug 2019

  • Developed an analytical tool to help persuade a high net worth entity to consolidate assets with our advisory team services • Established workflow routines focused on prioritization and efficiency to influence the top performing team in the market • Assisted in technical analysis of stock health to mitigate risk in client portfolios and achieve greater returns • Serviced client relationships through information management, follow-up, and WOW events to promote retention • Presented strategies to overcome generational differences in perception of wealth management and to cater to younger demographics Show less



Florida Department of Transportation

• Senior Clerk

  • Jul 2018 - Aug 2018

  •Updated Cash Availability Schedules in major project contract •Shadowed meetings for rating agency evaluations •Updated Cash Availability Schedules in major project contract •Shadowed meetings for rating agency evaluations



Independent Green Technologies

• United States
• Environmental Services
• 1 - 100 Employee

• Administrative Assistant

  • May 2017 - Aug 2017

  • Managed financial transactions for this organization daily in Quicken • Organized communications between executive and other employees • Updated employee payroll and paid employees • Consolidated numerous computer hard drives and paper files • Compiled analyzed data into Excel spreadsheets • Managed financial transactions for this organization daily in Quicken • Organized communications between executive and other employees • Updated employee payroll and paid employees • Consolidated numerous computer hard drives and paper files • Compiled analyzed data into Excel spreadsheets