Experience

UVU Money Management Resource Center

• Financial Counselor

  • Aug 2019 - Present

  • Volunteer 6+ hours on a weekly basis• Provided one-on-one financial coaching and presentations• Helped students understand everything from budgeting, credit to insurance and types of loans• Lead marketing tables and give classroom presentations to raise awareness for the center• Built and used spreadsheets to help students with budgeting and debt payoff.• Improved previously used spreadsheets to increase productivity



MoneyNosh

• Financial Lesson Creator

  • Jun 2020 - Aug 2020

  • Created lessons for individuals to teach them financial practices• Used targeted lessons to pinpoint financial needs



Mountain America Investment Services

• Wealth Management Intern

  • Mar 2020 - Jun 2020

  • Set up accounts for new clients, including several account views and tracking. • Call and schedule appointments with clients for both online and in person.• Update information in accounts and by contacting carriers.• Educate clients generally about their accounts and answer incoming calls.



Blue Raven Solar

• Accountant

  • Oct 2018 - Jun 2019

  •Cut Accounts Receivable from 60+ to 14 in 6 months saving company over $400,000 •Created new spreadsheets to determine wages for employees saving 3+ hours a week •Learned team members’ roles and responsibilities in case of illness•Tutored new coworkers on roles and responsibilities



Harris Architecture

• Draftsman

  • Jul 2015 - Oct 2018

  •Worked on designing 14+ housing projects a week •Did in-field work getting measurements, taking pictures, meeting with clients •Learned CAD and Revit starting with no experience•Modeled homes within CAD and Revit to reflect homeowners’ vision