Insurance Broker

• Jun 2023 - Present

Personal Lines Insurance Agent

• Sep 2022 - Jun 2023

Licensed as a Property, Casualty, and Surety Producer Utilize insurance expertise, Ramsey’s principles, and financial planning philosophy to advise clients toward reaching their financial goals Engage time discipline, timely response, and proactive follow-up to manage 40+ ELP leads per month Licensed as a Property, Casualty, and Surety Producer Utilize insurance expertise, Ramsey’s principles, and financial planning philosophy to advise clients toward reaching their financial goals Engage time discipline, timely response, and proactive follow-up to manage 40+ ELP leads per month

Finance Intern

• May 2022 - Aug 2022

Completed Internal Account Reconciliations and Reviews Shadowed and completed training in the lending and credit analyst departments Reported on compliance regulations and attended a conference on cybersecurity and the future of financial institutions Completed Internal Account Reconciliations and Reviews Shadowed and completed training in the lending and credit analyst departments Reported on compliance regulations and attended a conference on cybersecurity and the future of financial institutions

Researcher

• Jan 2022 - Aug 2022

Wrote and sent out a weekly newsletter to 80+ companies on international trade status Utilized resources and data analysis skills to find international companies with the goal of increasing the foreign direct investment opportunities in Montana Participated at International Trade & Investment Day with top Montana businesspeople, Montana Governor, and French, Canadian, and Korean Consul Generals Wrote and sent out a weekly newsletter to 80+ companies on international trade status Utilized resources and data analysis skills to find international companies with the goal of increasing the foreign direct investment opportunities in Montana Participated at International Trade & Investment Day with top Montana businesspeople, Montana Governor, and French, Canadian, and Korean Consul Generals

Head Lifeguard

• May 2017 - Aug 2021

Certified, hired, and managed 100+ lifeguards Supervised daily operations and water safety aspects of the waterpark Certified, hired, and managed 100+ lifeguards Supervised daily operations and water safety aspects of the waterpark