2024 Externship*Financial Planning Internship*A virtual, asynchronous 8-week program with a commitment of approximately 20 hours per week.Gaining hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning college and student loan planning, insurance planning, estate planning, and tax planning.Watch real client meetings, conduct financial analyses, and develop client deliverables on eMoney Advisor. Becoming certified in eMoney Advisor and gain experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, andIncome Lab, which includes live sessions with representatives from each company.Learning planning perspectives and best practices from 50+ industry experts.Interact with guest experts and fellow externs on live calls.Earned 500 hours toward CFP® Board experience requirements.

Associate Broker - Obtained Series 7, Series 63, and Series 66.Advocate for and educated clients regarding their investment accounts, securities and trading policies. Placed trade orders, executed retirement distributions and money transfers, and provided solutions to complex situations.Took inbound calls and delivered world class service to Schwab clients.

Contingent worker from July 2018-May 2019, Full time with Honda from May 2019-March 2022