- Managed all facets of compliance for financial planner to make office compliant with FINRA. - Ensured all office operations complied with a variety of trusts created by clients. Worked with irrevocable, revocable, and charitable trusts. - Reviewed the wills and codicils of various clients to ensure office compliance with clients’ specific intentions.

- Responsibilities included analyzing hundreds of documents pertaining to high level donors, such as the Eli Lilly Foundation and ensuring the museum’s use of donors’ funds was appropriately utilized. Compiled reports for the Development Department verifying that the museum was deploying the donors’ funds in the appropriate manner.- Inspected the wills, codicils, and various communications of 15-20 high profile donors to ensure millions of dollars in funding were appropriated correctly as per the donors’ specific intentions and will bequests.- Helped assemble a report that identified various institutions around the country with whom the museum could collaborate in the field of development.

- Responsibilities included researching copyright claims and interpreting federal/state laws and statutes as they pertained to the museum. - Researched and compiled memos on permitting requirements for over 300 objects and artworks in the museum’s possession as per the Endangered Species Act, the Migratory Bird Treaty Act, and the Bald and Golden Eagle Protection Act. - Developed legal guidelines outlining the procedures and policies the museum needed to enact in order to comply with the ESA, the BGEPA, the MBTA, and the Native American Graves Protection and Repatriation Act for the museum’s present and future acquisitions.

- Financial Aid Representative- Responsibilities included receiving and answering phone calls and emails related to student financial aid, and researching potential answers or solutions for inquiring individuals on student financial aid and other relatable matters. - Worked around 25 hours each week.