Clarendon Private is a Boston-based investment and wealth management company. By combining the hands-on approach of a boutique investment firm with comprehensive banking and lending resources, Clarendon Private streamlines the path to every investor’s unique financial goals.Clarendon Private LLC is a registered investment advisor. Clarendon Private LLC provides investment advisory and related services for clients nationally. Clarendon Private LLC will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.clarendonprivate.com.

- Monitored online 529 plan tools for calculation errors and worked with the software engineering team to resolve issues- Communicated federal and state 529 plan regulations through user help screens and virtual guides - Managed a state-tax API and tested output for accuracy in calculating tax advantages based on income, residency and account owner filing status - Analyzed trends in tuition inflation, family savings, and post graduation earnings - Researched regulatory updates in the college finance industry (SECURE Acts)- Streamlined white-label customization by creating a client onboarding guide - Assisted 529 and ABLE organizations interpret metrics for the online tools offered on their websites

- Developed, designed, and implemented social media campaigns and strategies - Increased online following and averaged 5% monthly increase in engagement - Staged and photographed inventory, uploaded inventory to customer-facing platforms- Packaged and labeled items for shipment using FedEx

- Produced customizable cupcake jars for weddings, birthday parties and showers- Derived strong profit margins of 52% through bulk purchase and accurate inventory management- Created a nationally recognized 30-page strategic business growth plan