• Deliver in-person and virtual personalized financial guidance to individuals and couples in the earlyto middle stages of their financial lives to secure a solid foundation and position them for long-termfinancial success• Create spending plans, debt repayment plans, and saving/investing plans that are intentional andaligned with client values using Monarch, Savology, YNAB, Excel, and Google Sheets• Design thoughtful, highly detailed action plans for clients to implement themselves or with thesupport of a coach• Coach and counsel clients through mindset and belief challenges that are limiting them fromachieving their dream outcomes

• Provide customer service for 200-seat, upscale, family-owned restaurant specializing in locallysourced contemporary American farm-to-table cuisine• Develop and maintain meaningful relationships with guests to foster repeat business; on a first-name basis with 80+ guests• Trained new team members to convey operational standards and reinforce company culture• Perform in high-stress, fast-paced environment maintaining composure to deliver a warm, personable experience to guests of the bar and restaurant• Communicate with unhappy guests to understand their dissatisfaction and provide a creative solution

• Analyzed hypothetical clients’ financial situations, evaluated their objectives, needs, and values to develop personalized strategies and comprehensive financial plans• Utilized eMoney as a team of 3 to present financial plans to professor and 15 peers who acted as clients

• Developed and presented estate plan for hypothetical high net-worth client to achieve transfer goals in tax-efficient manner• Planned tax-efficient use of inheritance for large windfall recipient

• Conducted asset allocation and security selection to design an investment portfolio, composed an investment policy statement, used Stock Trak to simulate trading, conducted portfolio rebalancing, and reported the managed fund’s performance relative to a benchmark

• Serviced customers in 355-seat, corporate restaurant specializing in fresh fish and wood-grilled fare• Managed team of 15 and front of house operations to ensure guest satisfaction• Hired as a bartender; later selected above 8 peers for promotion to be the sole bar trainer• Cross-trained in all front of house roles: waiter, bartender, and maître d

• Co-led a team of 4 in family-run bakery producing specialty products for sale through both wholesale and retail distribution channels• Trained 2-3 temporary and permanent hires per year to aid in preparation and delivery of wholesale orders, and conduct retail sales in storefront of two locations• Managed customer relations and prepared orders for delivery to Philadelphia and Wilmington cities• Enhanced spatial efficiency within bakery to streamline production in face of busy seasonal demand which resulted in increased sales and improved guest experience

• Handpicked, without prior experience, to be the Head Bartender of the VIP Tapis Rouge during Cirque du Soileil's Totem stay in Camden, Nj• Managed opening and closing inventories• Delegated responsibilities to a crew of three bar staff• Prepared the bar and its surrounding area for daily operations