I'm a highly motivated financial professional with experience in sales, customer service, and technology. In 2021, I obtained the Certified Treasury Professional designation after years of advising small business owners on cash management solutions and providing technical support. My interest in technology has led me to my current role in the wealth planning industry focused on operations support integrating and maintaining financial reporting systems for advisors and clients. I'm a detail-oriented, strategic problem solver with a proven ability to manage multiple projects at once and a strong leader, able to quickly understand complex topics and effectively communicate actionable objectives in a team environment. A graduate of The Ohio State University, I'm always seeking to contribute my skills and work ethic to an organization passionate about their corporate mission.