- Worked with clients through a structured process to develop and implement personalized financial plans - Designed and presented financial plans based around client goals with niche specialties in college funding, retirement income strategies, and savings efficiency - Built and maintained both transactional, and advisory, investment portfolios emphasizing statistical figures such as alpha, beta, and standard deviation. - Maintained and improved internal tracking and product software alongside developing a stronger social media presence via the team's website, Facebook page, and LinkedIn page- Evaluated insurance needs and budget capabilities for clients for risk management and long-term planning - Collaborated with managing partners, other advisors, and administrative staff to operate a smooth and efficient process with client experience as the top priority

- Presented the "Little-Known Secrets of Paying for College" workshop to parents at multiple local schools discussing the ins and outs of federal need-based aid, college searching, and efficient cost management- Answered questions from parents in attendance in real time in order to promote a more engaging experience- Adjusted the existing in-person workshop model to a virtual presentation during the COVID-19 pandemic- Attended national conferences to learn more from experts around college admissions, college funding, and products- Self-Researched to become the local expert on student loan repayment strategies- Held one-on-one meetings with attendees after the workshop in order to individualize the information shared and answer specific family's questions

- Assisted sales staff in face to face client meetings for reviews of existing insurance products, sale of new products, and general education of insurance- Provided remote support to sales staff for all Davenport branches- Aided clients as well as financial advisers in their selection of appropriate and suitable insurance and investment vehicles- Constructed financial plans in collaboration with the financial planning department for clients and financial advisers- Assisted in roll out of new technologies, products, and services by giving presentations to branches- Collaborated with President of the company and HR to start and manage regular team building activities across the whole of the Richmond location

- Maintained and monitored the economics computer lab- Aided economics students when they had questions about assignments- Welcomed and interacted with potential economic professors when they visited Hampden-Sydney College- Worked directly under the head of the economics and business department

- Responsible for the operation and management of a major attraction (Apollo's Chariot)- Held daily opening and closing meetings for team members to discuss attendance expectations, ride information, and motivation- Drafted daily schedules/rotations for team members- Maintained and reported important information to direct supervisors after every close including daily guest count, team performance, etc.- Trained new hires while still upholding other daily responsibilities- Provided exceptional guest service to park visitors and received 7 guest compliments specifically mentioning my customer service

- Aided in preparing loan files for internal audit, FDIC audit, and FRB of Richmond audit- Worked directly with FDIC and FRB of Richmond members- Worked independently and with a team on projects involving loan file research and analysis- Learned about loan files and loan process while researching for loan availability- Worked directly with manager on specific projects including the overhaul of file keeping system- Aided loan officers in daily functions with files, customers, and statistics

- Sold a total of $11,239 worth of CUTCO Cutlery with a selling ratio of 76% and an average sale of $352.90- Member of the pilot office which was the 2nd ranked office internationally- Promoted 6 times and to Key Staff- Selected for management training during the school year- Presented the “Taking the LEAP” speech to the entire selling team of about 50 members- Helped managers conduct training sessions for groups totaling about 40 trainees