• Help independent financial advisors run more efficient and profitable businesses, by improving internal processes and leveraging SEI’s technology and investment solutions.• Areas of expertise include the development and implementation of business growth initiatives, marketing plans, systematized client relationship management plans, and business technology solutions.• Manage the Midwest territory with a Regional and Managing director, comprised of both new and existing relationships within the independent RIA and Broker Dealer affiliated segments.• Cultivate new and strengthened existing client relationships by assisting in all parts of the value chain - from the individual investor, to the advisor intermediary, to final implementation by leading global institutional money managers.• Advise on the sale and implementation of SEI's cloud-based advisor technology platform, as well as, complex high net worth case work, financial planning, and investment portfolio design implemented through mutual funds, ETFs, and separately managed account portfolios.• Perform in-depth investment analysis on the basis of asset allocation, risk, sector, and industry exposure, in order to restructure institutional and high net worth portfolios.

• Provided one-on-one small business consulting to women • Performed in-depth industry analysis for fashion and food businesses • Prepared business and marketing plans for all industries• Created and presented seminars and workshops for groups of up to 30 female entrepreneurs

• Assisted with practices, travel, and keeping the book at games.• Student Athlete on the University of Scranton Women's Basketball Team (August 2017-August 2019)• Played on the team that went 29-3 in their 2018-2019 season and appeared in the NCAA Final Four.

• Worked with relationship manager to help educate sales team on Broker Dealer partnerships to generate new income• Proactively reached out to advisor prospects to raise awareness about SEI’s offerings/solutions • Helped coordinate and participated in our partner’s virtual conferences• Researched and analyzed the shift to the virtual world with my intern team and presented our results to all of SEI, winning the case study competition

• Provided back-office and administrative support for a multi-million-dollar family construction company. • Communicated with and assisted customers to maintain and manage the company’s customer relationships. • Managed the daily paperwork of the office along with contract evaluations. • Categorized and managed a filing system and utilized Goldmine to enter data into electronic database

• Managed camp registrations and utilized Excel to organize information. • Served as a leader of other counselors. Supervised the administration of weekly programs. • Planned and facilitated activities for a group of 10 campers in order to teach the fundamentals of sports.

• As part of senior project worked directly with owners of a specialty clothing boutique.• Learned how to order merchandise, control inventory, market, and operate a small business. • Gained direct sales experience through direct, in-person contact and outreach to customers.