Actuarial Analyst

• Apr 2020 - Present

Equity Specialist – Operations Analyst

• Jul 2018 - Mar 2019

Worked on Charles Schwab team to process mutual funds, trades, and transfers for clients. Reviewed trusts and power of attorney documentation to affirm client had legal authority to follow through with desired actions. Worked on Charles Schwab team to process mutual funds, trades, and transfers for clients. Reviewed trusts and power of attorney documentation to affirm client had legal authority to follow through with desired actions.

Business Partner Intern (2016) Business Development Intern (2017)

• May 2016 - Aug 2017

Completed internal audit related to sales tax for all 50 states. Contacted companies to collect tax exempt forms or taxes owed. Invoiced companies for daily sales and recorded accounts receivable. Sorted through several sources of customer prospects and performed company research, gathered and sorted data, which included company size, business financials, address and contact information for sales team. Completed internal audit related to sales tax for all 50 states. Contacted companies to collect tax exempt forms or taxes owed. Invoiced companies for daily sales and recorded accounts receivable. Sorted through several sources of customer prospects and performed company research, gathered and sorted data, which included company size, business financials, address and contact information for sales team.

Summer Intern; Government project

• May 2015 - Sep 2015

Contracted by the City of Detroit to hire thousands of employees for government projects. Entered candidate data and organized availability for interviews. Utilized MS Excel worksheets for sorting data and managing time slots for interviews. Contracted by the City of Detroit to hire thousands of employees for government projects. Entered candidate data and organized availability for interviews. Utilized MS Excel worksheets for sorting data and managing time slots for interviews.

Cashier and Stocking Clerk

• May 2015 - Aug 2015

Summer Job 2015: Responsibilities included processing all customer transactions at the front of the store, unloading truck deliveries, stocking shelves on stock days, assisting in the photography department, answering the main store telephone line, and sweeping and mopping at closing times. Summer Job 2015: Responsibilities included processing all customer transactions at the front of the store, unloading truck deliveries, stocking shelves on stock days, assisting in the photography department, answering the main store telephone line, and sweeping and mopping at closing times.