Research Assistant

• May 2023 - Present

Research Assistant

• May 2023 - Present

Financial Services Associate

• Aug 2019 - Jul 2022

• Registered representative who specialized in mutual funds, annuities, and life insurance; licensed with Securities Industry Essentials (SIE), Series 6, and Series 63. • Resolved escalated cases, serviced high net-worth books of business, and assessed calls, trades, and transactions for misinformation and slippage. • Drafted department-wide communications relating to regulatory changes, system issues, and current trends. • Supervised new hires and educated on products, systems, and FINRA, SEC, IRS, and state regulations. • Managed and balanced various projects on an Ad Hoc basis. Show less

Student Worker, Alumni Association

• Jan 2018 - May 2019

• Worked for St. Mary's University Alumni Association in the logistics and resource management area. • Prepared, executed, and completed all logistical operations dedicated to raising money for student scholarships through Fiesta Oyster Bake.

Undergraduate Research Assistant, Department of International Relations

• Jan 2017 - Aug 2018

• Assisted Dr. Larry Hufford in research on international relations, human rights, and geopolitics.• Facilitated logistic planning for the North Korea Conference held at St. Mary’s University, including booking hotel and flights for speakers, and correspondence with administrators in the political science department.• Balanced various administrative tasks including researching topics for course material, email correspondence, and posting and grading assignments on Blackboard

Junior Senator, Student Government

• Aug 2017 - Mar 2018

• The Junior Senatorial seat at the time, represented the interest of the graduating class of 2019 in matters of Student Life, Academics, and Campus Policies. • Member of the Committee on Academic Affairs, was placed in charge of communicating with university faculty such as the Dean of the School of Humanities and Social Sciences, Dean of the School Science, Technology, and Engineering, and Dean of the Greehey School of Business.

Resident Assistant

• Aug 2016 - May 2017

• Facilitated programs that embodied the educational values of the Marianist in "Faith - Education -Family Spirit - Service, Justice and Peace - Adaptation and Change" for the enhancement of student life and development. • Built communal ties among residents and promoted active participation in programming. • Enforced the rules and policies of St. Mary's University and Residence Life. • Served as a liaison between residents and the University administration.

Business Management Intern

• Aug 2018 - Jan 2019

• Developed a knowledgebase in organizational resiliency and consulting firms throughout the Southwest region. • Drafted articles for the company newsletter, blog and LinkedIn. • Advised CEO on recommended practices to maximize engagement with Hispanic participants. • Translated material for Spanish-speaking clients, including a CliftonStrengths workshop. • Balanced various high-priority assignments including coordinating program logistics, managing client communications, preparing workshops, and attending conferences. Show less

Legal Intern

• Jun 2017 - Aug 2017

• Interned for the private practice of Jose Mauricio Rocha, esq. • Composed and revised legal documents for attorney, including letters, motions, and court filings. • Served as the liaison between client and attorney. • Processed and handled legal documents in timely and efficient manners to comply with judicial regulations and deadlines. • Communicated with the courts regarding status of petitions and motions submitted. • Conducted intakes of client and individual cases to relay to the attorney. • Utilized bilingual abilities to serve Spanish-speaking client. Show less