I used CRM tools to stay on top of client relationships, making sure I kept up with follow-ups and personalized messages that helped build stronger connections. For new clients, I relied on CRM data to find and reach out to promising leads, using the information there to tailor my approach to each person’s needs and interests. I kept detailed notes on every client interaction, so the team was always up to date and could respond quickly to any questions or requests. This hands-on approach with the CRM didn’t just help us bring in new clients; it also made a big difference in keeping existing clients happy and engaged with the firm.

As Theta Chi's Brotherhood Chair, elected from 170 active members, I organized 15 events over two semesters to foster stronger bonds among our members. These events focused on innovative ways to enhance member connections and reinforce our fraternity community. This role has been immensely rewarding, contributing to a more cohesive and vibrant fraternity environment.

During my internship, I had the opportunity to work extensively with Salesforce and other CRM platforms, where I managed leads and opportunities for acquiring mineral rights and oil and gas assets. I closed deals amounting to $50,000. This experience taught me the importance of meticulous data management and how to leverage technology to streamline complex processes.I actively reached out to potential sellers, which honed my communication skills and gave me valuable insights into the negotiation process. Through negotiating lease agreements, conveyance documents, and other contracts, I learned how to approach discussions with a strategic mindset, ensuring both parties' interests were addressed.By closely monitoring industry trends and staying informed about changes in regulations and market conditions, I developed a deeper understanding of the energy sector and its dynamic nature. Regularly providing updates on my progress and collaborating with team members to develop effective asset acquisition strategies enhanced my teamwork and problem-solving abilities.