Experience

GeoWealth

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Product Development

  • May 2018 - Present

• Vice President of Relationship Management

  • Dec 2017 - May 2018

• Internal Sales Specialist

  • Jul 2017 - Dec 2017

• Trading & Advisor Service Specialist

  • Aug 2014 - Jul 2017

• Operations Analyst

  • Aug 2012 - Aug 2014



Beta Theta Pi

• United States
• Civic and Social Organizations
• 200 - 300 Employee

• President

  • Apr 2011 - Apr 2012

  -Elected by active chapter to manage an organization with a $650,000 annual budget, 85 members, and 5 full time employees -Worked with and directed executive members to carry out recruitment, social functions, member development programs, risk management procedures, house improvement projects, work within budget constraints, and more -Maintained communication between active chapter and General fraternity, alumni, and local IFC/Panhellenic -Elected by active chapter to manage an organization with a $650,000 annual budget, 85 members, and 5 full time employees -Worked with and directed executive members to carry out recruitment, social functions, member development programs, risk management procedures, house improvement projects, work within budget constraints, and more -Maintained communication between active chapter and General fraternity, alumni, and local IFC/Panhellenic



Palmer Square Capital Management LLC

• United States
• Investment Management
• 1 - 100 Employee

• Winter Intern

  • Dec 2011 - Jan 2012

  -Coordinated and executed annual review of operational diligence reports for over 30 financial institutions -Constructed analytical models to evaluate performance of peer financial institutions using Bloomberg L.P. -Coordinated and executed annual review of operational diligence reports for over 30 financial institutions -Constructed analytical models to evaluate performance of peer financial institutions using Bloomberg L.P.



Armstrong Teasdale

• United States
• Law Practice
• 700 & Above Employee

• Summer Clerk

  • Jun 2011 - Aug 2011



Odyssey

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Head Publisher, University of Kansas

  • Sep 2010 - Jan 2011

  Responsible for assembling and managing a sales and writing staff of 35 KU students, building a client base from local Lawrence business owners, and overseeing general operations for the weekly publication of "The Odyssey" Responsible for assembling and managing a sales and writing staff of 35 KU students, building a client base from local Lawrence business owners, and overseeing general operations for the weekly publication of "The Odyssey"



Get Smarter Prep

• Summer Intern

  • Jun 2010 - Aug 2010

  -Assisted superiors in coordinating college essay clinics and PSAT preparation clinics in Kansas City. -Assisted superiors in coordinating college essay clinics and PSAT preparation clinics in Kansas City.



U.S. House of Representatives

• United States
• Legislative Offices
• 700 & Above Employee

• Summer Intern

  • May 2009 - Jul 2009

  -Completed a variety of tasks including data entry, mailing, organizational tasks, writing letters, and facilitating constituent correspondence -Guided tours for constituents of the Capitol building focusing on its historical, political, and architectural significance -Observed House and Senate committee hearings -Completed a variety of tasks including data entry, mailing, organizational tasks, writing letters, and facilitating constituent correspondence -Guided tours for constituents of the Capitol building focusing on its historical, political, and architectural significance -Observed House and Senate committee hearings



U.S. Department of Education

• United States
• Government Administration
• 700 & Above Employee

• Summer Intern, Office of Legislation and Congressional Affairs

  • Jun 2007 - Jun 2007

  -Attended US House and Senate committee hearings and completed follow up reports which were utilized by superiors within the OLCA -Completed various organizational tasks for the office -Attended US House and Senate committee hearings and completed follow up reports which were utilized by superiors within the OLCA -Completed various organizational tasks for the office