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-Served as the Business Director on the Fordham Ram newspaper responsible for recruiting members of the team, along with maintaining & promoting on-campus events. -Expanded the presence of the Fordham Ram in the local Bronx area, recruiting small businesses to advertise in the paper. Held responsible for negotiating and maintaining new client relationships. -Created the Overall Budget for the upcoming semester and submitted claims for monetary support to the Office of Student… Show more -Served as the Business Director on the Fordham Ram newspaper responsible for recruiting members of the team, along with maintaining & promoting on-campus events. -Expanded the presence of the Fordham Ram in the local Bronx area, recruiting small businesses to advertise in the paper. Held responsible for negotiating and maintaining new client relationships. -Created the Overall Budget for the upcoming semester and submitted claims for monetary support to the Office of Student Involvement, which oversees all costs to maintain the paper. -Collected an additional $13,000 in advertisement revenues, boosted business team membership by 30% & created a new payment system utilizing the Fordham ticketing services to target our largest client Furman Roth. -Served on the Executive Board of the Fordham Ram, attending weekly meetings to discuss issues with the team. Show less

-Served on the Defined Contributions & Marketing teams.-Individual projects included data analysis of external and internal 401k and 403b client data, comparing 5500 forms of various universities, and creating a database for ERISA Law Firms on a city to city basis. -Worked with the intern team on a project reviewing the current online footprint of the company. Required to present solutions to executive members of the company at the conclusion of the… Show more -Served on the Defined Contributions & Marketing teams.-Individual projects included data analysis of external and internal 401k and 403b client data, comparing 5500 forms of various universities, and creating a database for ERISA Law Firms on a city to city basis. -Worked with the intern team on a project reviewing the current online footprint of the company. Required to present solutions to executive members of the company at the conclusion of the internship.-Participated in client meetings and calls with various consultants observing fiduciary client relationships. Show less

-Assisted Senior Vice President/ Financial Advisor with special projects such as creating custom benchmarks for client performance reports, entering compliance notes required for CGA platform, and onboarding clients to new Goals-Based Planning system. -Attended weekly wholesaler meetings and reported content to an advisor, shadowed financial advisor during client meetings and calls, researched industries and created reports for advisors, acted as backup to sales assistant with regard to… Show more -Assisted Senior Vice President/ Financial Advisor with special projects such as creating custom benchmarks for client performance reports, entering compliance notes required for CGA platform, and onboarding clients to new Goals-Based Planning system. -Attended weekly wholesaler meetings and reported content to an advisor, shadowed financial advisor during client meetings and calls, researched industries and created reports for advisors, acted as backup to sales assistant with regard to covering phones Show less

-Attended regional events across New England to promote client products.

I was responsible for special projects including maintenance of showroom, landscaping and general office work. Assisted any employee with various projects varying from customer serivce needs to organizing certain ares of the dealership.