• Collaborated with senior advisors as to development of long-term wealth management strategies.• Assisted senior advisors with marketing efforts through cold calls, LinkedIn connections, and data mining other online resources.• Supervised other interns in above-noted efforts.

• Participated in the University of Tennessee Investment Group (UTIG), engaging in bi-annual trading competitions focused on managing equity and options portfolios, showcasing expertise in financial analysis and decision-making.• Enhanced networking skills through interactions with fellow members, guest speakers, and industry professionals during UTIG events, fostering valuable connections within the finance and investment community.• Contributed to promoting financial literacy and… Show more • Participated in the University of Tennessee Investment Group (UTIG), engaging in bi-annual trading competitions focused on managing equity and options portfolios, showcasing expertise in financial analysis and decision-making.• Enhanced networking skills through interactions with fellow members, guest speakers, and industry professionals during UTIG events, fostering valuable connections within the finance and investment community.• Contributed to promoting financial literacy and awareness on campus by actively participating in UTIG activities and events, fostering a culture of personal finance education and empowerment among students. Show less

• Developed effective communication skills by engaging with individuals from diverse professional backgrounds, fostering rapport and understanding with both male and female club members.• Mentored and trained multiple younger caddies, focusing on improving their communication abilities and teaching proper etiquette, contributing to their professional development.• Provided valuable assistance to players in enhancing their gameplay, offering guidance and support to improve their overall… Show more • Developed effective communication skills by engaging with individuals from diverse professional backgrounds, fostering rapport and understanding with both male and female club members.• Mentored and trained multiple younger caddies, focusing on improving their communication abilities and teaching proper etiquette, contributing to their professional development.• Provided valuable assistance to players in enhancing their gameplay, offering guidance and support to improve their overall performance on the golf course. Show less

• Assisted in the preparation of basic tax returns, gaining hands-on experience in tax compliance procedures and regulations.• Supported audit and attestation staff by preparing spreadsheets and other essential documentation, contributing to the completion of client engagements.• Cultivated positive relationships with supervisors and team members, fostering a collaborative work environment conducive to productivity and success.