• Led all business development ideas including increasing prices, implementing more profitable services, adding salary, PTO, and health insurance to attract better talent, and building a new company website • Provided reporting and financial analysis to drive business decisions• Implement procedures and timing standards for all levels of the company to gain efficiencies • Drove client contract change presentations and negotiations with high-net-worth clients• Since going full… Show more • Led all business development ideas including increasing prices, implementing more profitable services, adding salary, PTO, and health insurance to attract better talent, and building a new company website • Provided reporting and financial analysis to drive business decisions• Implement procedures and timing standards for all levels of the company to gain efficiencies • Drove client contract change presentations and negotiations with high-net-worth clients• Since going full time in 2021, drove revenue growth by 128%, increased wages for all positions by a minimum of 45%, shifted long-term hourly employees to salary, began offering PTO, and implemented a health insurance plan• Self-taught window tint and paint protection film and became one of the highest rated companies in central Ohio for these services• Trusted to regularly drive/transport and work on cars worth up to $5 million each Show less

• Reviewed new client specifications and prepare product and administrative legal documents in accordance with products, features, and provisions sold • Led document calls with plan sponsors, advisors, and legal counsels to discuss plan provisions and plan design that best match the plan sponsors needs while also fitting Nationwide's capabilities• Quality checking product legal documents • Led Big 5 Strategy discussions in team meetings to provide an overview of strategy from a… Show more • Reviewed new client specifications and prepare product and administrative legal documents in accordance with products, features, and provisions sold • Led document calls with plan sponsors, advisors, and legal counsels to discuss plan provisions and plan design that best match the plan sponsors needs while also fitting Nationwide's capabilities• Quality checking product legal documents • Led Big 5 Strategy discussions in team meetings to provide an overview of strategy from a company level down to our team's strategy and how it relates to our Big 5 objectives• Took initiative in projects including leading team engagement, constructing and implementing innovative ideas, and developing training aids for various aspects of the job• Oversaw generating daily, weekly, and monthly reports for leadership Show less

• Developed and analyzed spreadsheets and presented findings to firm members• Worked closely with the investment policy committee to assist in identifying economic trends and possible leads • Produced documents and spreadsheets for the operations department during the 2017 FINRA Audit to ensure compliance with rules and regulations of the financial advisory industry• Worked on projects that helped lead to a more in-depth analysis of client investments• Assisted investment… Show more • Developed and analyzed spreadsheets and presented findings to firm members• Worked closely with the investment policy committee to assist in identifying economic trends and possible leads • Produced documents and spreadsheets for the operations department during the 2017 FINRA Audit to ensure compliance with rules and regulations of the financial advisory industry• Worked on projects that helped lead to a more in-depth analysis of client investments• Assisted investment managers in developing and maintaining strong relationships with clients• Performed stock analysis to provide decision support to investment managers • Produced performance reviews and performance reports of accounts for client presentations Show less

• Planned and oversaw all fundraising projects with the co-coordinator of communications as leaders of the organization• Led full organization meetings as well as executive team meetings• Responsible for managing the financial aspects of our yearly trip to run during the Walt Disney World Marathon Weekend• Managed cash inflows and outflows of the organization while overseeing the organization’s two bank accounts• Worked with A Special Wish Foundation and Give Kids the World… Show more • Planned and oversaw all fundraising projects with the co-coordinator of communications as leaders of the organization• Led full organization meetings as well as executive team meetings• Responsible for managing the financial aspects of our yearly trip to run during the Walt Disney World Marathon Weekend• Managed cash inflows and outflows of the organization while overseeing the organization’s two bank accounts• Worked with A Special Wish Foundation and Give Kids the World towards mutual goal of granting wishes for children with life-threatening illnesses Show less

• Performed daily excel work for the accounting department and worked as the cashier for the service department• Assisted advisors by working with customers to identify problems and relaying this to the mechanics• Detailed and serviced high-end cars

• Worked as the head referee for 3rd through 6th graders

• Learned responsibility, dependability, and maturity as I worked as an A-rated caddie

• Worked as an A rated caddy