- Shadowed and worked alongside the Executive Services Sponsor Engagement team with a goal of driving increased awareness and executive management in Executive Services.- Operated software such as Jira, Microsoft Excel and Salesforce to track projects the team was responsible for completing weekly.- Aided in the creation of communications for hundreds to thousands of executives eligible for Executive Services such as Welcome Communications and Continuity pieces.- Curated static pieces for Plan Sponsors to distribute in order to increase engagement.

Domain: Wealth Management, Planning and Digital Advice- Shadowed and worked alongside the Insights squad learning about the newsletter, hub and how to cater content to our target market of Sally (HNW women 1-3M+ in investable assets) and her interests.- Conducted market research and a competitive analysis based on our target market and deliverables.- Teamed up with 16 other Wealth Management Interns, brainstorming, creating and prototyping our own version of a simulated trading game.- Participated in a month-long stock market simulation game and came in first place.

- Welcomed customers into the establishment in a warm and friendly matter- Managed seating arrangements, sitting guests in a timely matter- Assisted fellow coworkers whenever necessary to maintain a positive restaurant environment and experience for all

- Assisted agents at Open House and Showings while training to receive my Real Estate License- Upgraded sign in method from paper to online making showings run more smoothly- Monitored Dotloop offers as well as wrote up offers for agents and their clients

- Performed transactions and returns on the daily to ensure customer satisfaction. - Taught me social skills as well as sales.