Consulted a small business focused on creating a mental health tracking mobile applicationConducted project specific market research, created an investors pitch deck while researching baseline UI/UX designs Participated on the recruitment team to interview and recruit potential candidates for the business analyst role. Planned training sessions for new business analysts. Prepared slide decks and lessons to review core consulting skills, presentation skills, and professional networking skills.

Use client information and data to build comprehensive financial plans. Communicate with lead financial advisors to facilitate creation of specially tailored reports and plans for client meetings.

Prepared investment reports using Morningstar and Blackrock software. These reports were used to review and update clients’ portfolios.Responsible for creating insurance sales illustrations through excel using insurance quotes from outside companies. Provided market updates to senior advisors and supporting staff using knowledge obtained from attending economic outlook and research seminars.

Provided exceptional customer service to over 400 members and developed professional interpersonal relationships with members and coworkers.Worked to mentor new Hospitality team staff members which advanced communication and leadership skills. Received recognition for contributions to sales targets and member satisfaction.