Help clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions.

Advisory Reconciliation: Perform analytical calculations to reconcile discrepancy on clients’ accounts. Including differentiating, processing and reconciling transactions; researching inquires; resolving securities transactions in a fast paced work environment.

Volunteer with Washington University in St. Louis, Missouri as a Global Board member to help with outreach, creating and implementing programs that engage and support community relations.

Organized and implemented educational programs for audiences to have an opportunity for intellectual and emotional growth.