• Supported 5 person wealth management team in all critical aspects of business: client service, account management, business development and product analysis• Searched varied sources to construct database of 400 quality leads and personally facilitated team meetings with large Rotary Branches• Created client-ready PCM, Orion, and high net worth reports on a company-specific platform• Communicated with at least 25 clients daily to address varied client issues/inquiries and responded in timely fashion• Introduced to a variety of fixed income and equity products used to build client portfolios

• Worked as part of a team that builds 5,000+ sq. ft. custom homes and timber screen porches, including hand custom preparation, staining and installation of timbers, boards, and doors• Assisted and learned directly from master craftsmen

• Collected and analyzed volunteer attendance and inventory data for future procurement projects• Maintained and corrected discrepancies on Cradles to Crayons volunteer calendar• Participated in discussions with vendors and learned basic practices of negotiation

• Mentored and coached players technical and collaborative skills to prepare for national tournaments• Designed local business giving private lessons to kids aspiring to excel in high school and college lacrosse

• Worked on large landscaping and environmental projects including physically removing heavy docks, and building septic systems and extensive stone walls