- Utilized and managed multiple software platforms, including Tamarac, MoneyGuidePro, Holistiplan, Salesforce, and Social Security Analyzer to ensure efficacy and alignment of all in-place planning strategies- Conducted thorough audits of Savant’s planning and advisory services that were professionally presented to advisors- Provided tailored recommendations on education planning, tax analysis, charitable giving, Roth conversions, and pension strategies based on client needs and service gaps- Crafted founding documents for a recognized non-profit corporation and completed the IRS Form 1023 for tax-exempt status- Participated in client meetings to present investment performance and planning strategies, addressing client inquiries with expertise and professionalism- Facilitated meetings with interns and professionals to review and update the status of current projects

Procure orders for customer pick-up and delivery, facilitate order deliveries to customers, and load customers up with orders varying in size from a box of screws to multiple pallets of material.

Constituent casework, compiling contact lists, composed official State recognitions, and attended Congressional events.

Predominately tutored accounting, general chemistry I, and assisted students with research writing, especially research methods and integrating findings into their paper. Also served in a pilot embedded tutoring program, which was basically a TA position in English 101.