Transitioned IRA, 401k, Joint, and 529 accounts to LPL. Became proficient in ClientWorks, the advisory software for LPL. Recorded data from client meetings and organized client profiles in RedTail. Shadowed in-house advisors and reviewed both active and passive investing strategies.

May 2022- December 2022: Software Implementation Specialist • Responsible for the integration of new warehouse management software• Helped foster a company-wide understanding of how day-to-day and large-scale operations can be adapted tomeet the needs of an evolving ecommerce customer base• Ran inventory velocity reports to verify reorder points for our most profitable productsFebruary 2020- August 2021 : Online Sales Coordinator • Used consumer focused data to construct sales templates that resulted in significantly greater ecommerce profits• Worked with branch managers to locate aged products with decreased demand and sell them at a viable price range

• Studied the stages of engineering necessary to develop a property; This included an in-depth look at civil, mechanical, and architectural plans• Responsible for researching and presenting on a proposed development in Smithfield, VA• Reviewed real estate pro forma reports with the accounting department

• Managed a team that was tasked with relocating thousands of products to expedite the picking process and offer more floor space