• Analyzed client financial documents concerning investments, cashflow, assets, liabilities, insurance, estate plans, and goals to compile data relevant to the financial plan and enter data into eMoney• Utilized Excel in collaboration with eMoney to develop a cashflow analysis and pinpoint shortfalls• Collaborated with a CFP professional to review plans, document missing data, make key observations, and lay out next steps for the client’s financial advisor

• Practiced holistic planning to provide clients with a complete planning experience in risk management, investment management, retirement planning, tax planning, and estate planning• Participated in over 40 face to face client meetings and followed up with clients after each meeting• Mastered a wide variety of fintech software to assist the advisors in recording and analyzing client data• Solved problems in marketing, operations, and planning to improve processes in a small business setting

• Recruited and trained over thirty sales reps in sales skills and interpersonal communication• Directed team meetings, motivated team members to achieve goals, instructed one-on-one, and assessed the mental health of team members through frequent personal interviews• Generated new leads, provided customer service, solved problems, and increased customer retention• Assisted individuals and couples in their homes to find a plan that best fit their needs

Amazon FBA• Coordinated supply chain process by purchasing raw materials, preparing products, shipping products, and selling to consumers through Amazon FBA producing over $13,500 in revenue• Researched market trends and customer preferences to create profitable products• Balanced financial records, forecasted future sales, managed inventory, and analyzed sales trends