Shadowing and assisting with a Financial Planner's daily tasks including prospecting, asset management, and client service, data analytics and reviewing existing accounts. Learning the core components of the financial services industry via a holistic approach.

Started my journey in the restaurant industry in 2013 as a bartender and advanced through the company to Assistant Manager then General Manager. I developed the skills to make meaningful relationships with customers that created an environment of trust and loyalty. In management roles I created attainable daily, monthly, and annual sales and project goals based on past performance. Identify areas that can be improved in Profit and Loss analysis and implement systems of control. Constructed front of house and back of house operations to align with goals. Ensure company policy, food regulations, and Hawai'i employment laws are being met to the highest standard. Conduct hiring and employee biannual reviews.