•Manager for consumer deposit products

•Created a coffee house with unique drink recipes inspired by coffee shops in Utah and research trips to Hawaii and London•Partnered with local businesses to provide popular baked goods, premium drinking chocolate, loose leaf teas, and a proprietary, four-region coffee blend•Held events to promote strong community, including talent shows, paint nights, and presentations from a cognitive neuroscientist on Saturdays•Marketed across five social media platforms, posting and engaging with customers on a daily basis•Maintained over 95% five-star ratings on Google and Yelp

•Assisted in promoting and supporting local businesses through networking and educational events•Held positions of Chair-Elect in 2020 and Board Chair in 2021

The Aclaime Group is a multi-disciplined private equity firm that takes a hands-on and entrepreneurial approach to buying and building businesses involved in real estate and high growth real estate technology opportunities.•Performed analyses to maximize returns for fund investors while minimizing the risk profile of investments•Created a new loan servicing log in Microsoft Excel to handle more complex computing with better accounting integration•Structured and managed an internship program to provide students with valuable, entrepreneurial experience

•Provided financial education and planning for retirement plan participants in all life stages•Help participants make smart, long-term decisions with their financial assets•Fourth promotion in one and a half years

•Analyzed client situations to provide personalized financial guidance and long-term solutions•Ranked in the top 10% in the nation YTD out of 300+ representatives (January - March 2014)•Passed FINRA Series 66 exam (September 2013)

•Reached out to existing clients to discuss concerns, guidance, and investment strategies•Secured various leads for internal business units to strengthen Fidelity’s market position•Ranked #1 out of 61 in the nation QTD (July & August 2013)•Ranked #2 out of 58 in the nation for June 2013 (1st full month in the role)

•Assisted customers with various trades, account maintenance, and money movement activities•Ranked #2 representative out of 55 in Utah for April 2013 (2nd month in the role) and exceeded the monthly new money lead goal by over 418%•Ranked #3 representative out of 60 in Utah for March 2013 (1st month in the role) and exceeded the monthly new money lead goal by over 186%

•Assisted customers with account maintenance, money movement, and trading securities (stocks, mutual funds, etc.) •Passed FINRA Series 7 and Series 63 exams (December 2012)

•Mitigated counterparty risk by covering the exposure of over-the-counter derivatives (margin calls)•Worked on regional and global projects to increase our team's efficiency and transparency•Partnered with many teams internally (Treasury, Funding, Credit, Legal, etc.) to address issues and provide client support•Overlooked 200+ client portfolios, including one of the firm's largest U.S. relationships

•In charge of the students on my floor, addressing any problems and concerns•Put together floor programs that promote community and learning•Performed “on-call” duties in close coordination with other Resident Advisors, Campus Patrol, and Resident Directors

•Thoroughly researched the competitive landscape of prominent Utah businesses•Presented findings and recommendations to senior management of these companies•Received professor recommendation and maintained minimum 3.5 GPA (required for entry into this program)

•Managed a $50,000 equity fund with a small group of top undergraduate and MBA students•Pitched stocks fitting within the portfolio’s overall investment strategy•Researched equities using a variety of resources (SEC filings, company news, financial research websites, etc.)

•Compared various pricing vendors for their quality of prices, the number of securities priced, and cost of services to determine whether it would be smart for us to switch vendors that we use to price various types of securities•Worked with my team to setup, price, and maintain securities traded throughout the firm•Participated in classes that cover the history, culture, and businesses of Goldman Sachs•Met with different business units to learn more about their functions

•One of two internships held during the same time period•Helped to market investment presentations and the expertise of financial advisors