• Manage and allocate an annual budget of approximately $1,000,000• Collaborate with executive board, chapter advisors, and financial professionals to make informed financial decisions • Ensure financial transparency among members through reports and presentations

• Worked directly with experienced CFP’s providing financial planning data entry and assisted investment research• Assisted in the preparation of financial plans utilizing eMoney• Utilized Envestnet to assist in researching investment holdings within the firm’s model investment portfolios • Provided support for processing a variety of client servicing needs• Assisted in management of client servicing workflow utilizing Asana• Reviewed advisor meeting notes to help organize client action item follow-ups

• Strengthened abilities to multitask in a fast-paced environment by to memorize orders and menu specifics and improved my communication and customer service skills• Communicated with owners and general management to improve the atmosphere of the dining experience, make menu changes, and provide feedback about new employees • Interviewed and trained new employees and provided performance evaluations to general management