Experience

Orion Advisor Solutions

• United States
• Financial Services
• 100 - 200 Employee

• Senior Account Administration Associate

  • Dec 2021 - Present

• Account Administration Associate

  • Oct 2020 - Dec 2021



Brinker Capital

• United States
• Investment Management
• 1 - 100 Employee

• Account Administration Associate

  • Sep 2020 - Oct 2020

• Office Administrative Assistant

  • Feb 2019 - Sep 2020



Penn State University

• United States
• Higher Education
• 700 & Above Employee

• Food Service Associate

  • Jan 2016 - Dec 2018

  Learned to adapt and work efficiently in a fast-paced environment. Responsible for various food preparation and service. Managed registers. Stocked and organized sales floors. Trained new employees. Worked in multiple dining halls at Penn State. Learned to adapt and work efficiently in a fast-paced environment. Responsible for various food preparation and service. Managed registers. Stocked and organized sales floors. Trained new employees. Worked in multiple dining halls at Penn State.

• Operations Intern

  • May 2018 - Aug 2018

  Completed numerous projects for the operations department by gathering information needed from client databases including Account Information Manager (AIM), Joshua, Wealthscape. Deposited checks into accounts and closed withdrawn accounts. Participated in a project with the marketing department tasked with organizing a new system for storing new client documents. Achieved the highest rating in the Intern Project where intern groups were tasked with presenting specific topics related to the industry and how the company could improve. Show less