Financial advising with a special focus on client wellbeing and satisfaction. Within this role, I work alongside my clients to get a thorough look at their financial needs/goals, analyze available strategies, and offer a comprehensive approach to help them accomplish those goals.

Entity Management Specialist for Soulence Tax and Wealth Advisors. Responsibilities include assisting accountants within the office and helping clients maintain their businesses to take advantage of tax strategies. I assisted by maintaining client relations daily, helping clients establish business entities, and aiding them in executing entity maintenance filings. During my employment at Soulence Tax and Wealth Advisors, I also held a variety of additional roles related to onboarding, client payroll, and invoicing.

Responsibilities include analyzing clients' computers (hardware and software), identifying issues, coming up with practical/economic solutions, and recommending products and services based on client needs. Our work was people-centered, focused on providing clients with the most excellent service possible.

Worked alongside Behavior Analysts to teach autistic children life and learning skills. Work was one-on-one with each child in an effort to prepare them to lead successful lives.

The company primarily took home-remodeling contracts and small commercial jobs. As a team, we focused on detail and quality while still delivering within the prospected time-line. We did everything from framing and drywall to flooring to painting and minor detail touch-up.

Customer care was the primary position responsibility, from the ordering process to filling and running their food. Front of House Associates acted as the "face" of the company, and the goal was to build rapport with each customer that came in.