Remotiv is a modern fintech platform focused on employee financial wellness and retirement readiness, with engagement levels that consistently outperform industry leaders. As a Client Success Coordinator, I ensure seamless implementation and data integration for existing clients, as well as assisting platform users directly as a state-registered Investment Advisor Representative.Key Features of the Remotiv Platform:-RR Score: Comprehensible 1/10 retirement readiness score, based on proactively aggregated user data-Stories: Influencer-style content that engages users with financial education and encourages desired actions-Suggested Strategy: Directed 3(21) investment advice as an independent RIA, including account projections for both current & suggested

EIE is a nonprofit dedicated to embedding ethical practices, culture, and systems within startups and innovation ecosystems. As a Program Assistant, I collaborate closely with the Executive Director to coordinate events, conferences, and programs. My primary responsibilities include managing speaker logistics and handling key administrative and organizational tasks.