Participated in daily team meetings to discuss work distribution, client meetings, and concernsAttended wealth management and introduction to investing presentations by licensed financial advisors to grow in understanding the different portfolio strategies and facets to financial advising Produced financial presentations and models for clients; used excel to manage accounts and organize external archives and documents Conducted background research in investment opportunities and current market trends as well as completed training programs on basic financial information, firm policies, and software applicationsWorked on a project to create a personal plan, budget, and diversified portfolio using various firm software applications in order to create a savings plan for retirement, a home, and other personal goals

I will be working as a Sales Associate with Gemma Collection over the Holiday season when I am residing in Dallas. I am looking forward to growing my sales experience and working with the amazing tean at Gemma.

Worked as a Sales Associate on floor, Proactively interact with costumers to recommend products that best suit their taste, interest and needs, Work collaboratively with a team of 4 other sales associates to devise strategic sales solutions to achieve and exceed the store’s daily, monthly, and quarterly goals

- Third U.S. intern in the Institute’s 50-year history- Collaborated with social media team to create engaging themes that reflected the North America lifestyle- Designed post in Photoshop, authored captions (in English), and provided hashtags- Participated in monthly bi-lingual Zoom meetings where I presents my design and concepts to the team - Created a work portfolio to present evidence of relevant skills and abilities- Attended San Patricio’s classes via zoom to build a relationship with students and allow students to hear the accents of a true American English- Held Q&A conferences via Zoom with students to allow them to ask questions referring to North America culture and personal experiences

-Practice project management skills, including budget forecasting, while assisting with departmental coordination of a busy fall event season- Develop business analytics skills while conducting ongoing market research- from data mining, to consolidation into key insights and development of concise overview presentation- Gain an understanding of the various facets of B2B sales and marketing, including customer journey and communication touch points through all channels within the education market