Team member

Weekly discussions and presentations from industry experts in the wealth management field.

Teaching 5th graders about how the stock market functions, how to discern a profitable company and which companies represent a good value currently.

- Learning the business of a retail clothing boutique - profit margins, commission, staffing and more.- Selling high-end fashion to costumers through building relationships and learning current trends.- Gaining valuable team-based experience, working with a professional team diverse in age, background, and personality.

Twice weekly tutoring 1st graders with dyslexia and ADHD to help them become confident readers and writers, serving entire junior and senior year.

- Client Service assistant organizing companywide client appreciation event, including speaking with vendors, ordering branded material and preparing for large scale event. - Participated in client meetings, taking notes and learning how to relationship build, prepare financial plans, and execute action items following meetings.-Executed back office support such as scanning documents into the firm's unique file structure, creating literature and handouts for prospective clients, and learning how to market to potential clients.

Cared for children ranging in age from 2-10 for multiple families, often working multiple days per week.