La Promenade is retail bakery, prepared grab and go meals, frozen foods and catering company.

•Evaluated and determined tax implications for inherited investments in accordance with state property tax laws.•Trained and coached contract and junior fellow employees in performing complex cost basis processes in regards to Vanguard accounts. •Partner with other business areas to design and implement coaching for employees. •Go to employee for management to explain and diagnose sensitive cost basis and tax form situations.•Designed and implemented employee recognition program for department.

Assist local employers in the planning, implement, conducting and closing successful United Way workforce campaigns

Update, calculate and audit cost basis on 1099 tax forms.

- Performed portfolio analysis by entering client holdings to evaluate clients exposure, expected future returns and historical performance- Prepared client and advisor documents for meetings that contained recommendations for the portfolio as well as current clients holdings and past modifications- Initiated and completed project to organize 20 years of physical client files based on the last year modified, alphabetically and if the client was still active- Participated in client and advisor meetings, recorded minutes and documented compliance information in order to leverage client and advisor relationships- Created marketing campaign for new potential clients using LinkedIn

- Managed up to 5 staff members during fast paced catering events that required quick thinking in an ever changing environment- Interacted and met the needs of up to 250 guests while catering large and small scale events- Dealt with customer problems and concerns by providing supreme customer service and follow up to aid in resolving complaints