• Collaborated with 3 financial advisors to develop tailored financial plans and investment strategies for high net-worth individuals.• Prepared wholistic financial reports using the RightCapital wealth management system, analyzing multifaceted financial plans.• Managed digital onboarding of client investment accounts and monitored asset transfers via the firm's CRM system.

• Educated and assisted students on budgeting, student loan repayment, and credit management.• Hosted workshops for groups of 25+ students to provide financial literacy.• Established connections with campus communities to expand the Financial Wellness Center program.

• Consulted with clients on financial strategies to achieve their goals.• Built and managed client relationships, educating them on complex financial concepts.• Recognized on the "Top Intern List" for outstanding performance.• Utilized client acquisition techniques to secure 3 new clients.

• Provided personalized tech solutions through guest engagement, product training, and demo events.• Managed inventory, stocked shelves, and organized displays to enhance customer experience.• Applied critical thinking skills to solve customer issues in a fast-paced retail environment.

• Instructed students in Math and Reading skills, tailored to individual needs.• Graded student’s classwork and homework, providing feedback when necessary.• Assisted in data entry and utilized proprietary computer systems for planning student coursework.