Currently enrolled in the New York Paris graduate program for Architecture, Planning, and Preservation

Established a concrete process for onboarding prospective clientsReduced new client processing time by 40%Digitized external onboarding processesDeveloped a process that increased client appointment retention by 10%Assisted clients with asset movement requests and transactionsRebalanced accounts across our platform in excess of a hundred million in assetsCompiled tax data for client distribution reportsModeled comparison of strategies based on current and target allocationsSpearheaded the client relations aspect of a business partner dissolution

Licensed insurance sales in: DE, NJ & PA

Administered investment portfolio analysis of over $16 million of assets* Developed asset planning recommendations for 19 prospective clients* Assisted opening client accounts* Developed and implemented an efficient system for streamlining client accounts which was adopted by the business* Created college investment planning forecasts* Modeled over 20 investment comparisons of current versus recommended holdings* Modeled dozens of hypothetical illustrations showing investment returns for the past 10 years* Organized 3 company dinners and 2 other company outings* Contacted prospective clients to set up investment advisory meetings* Placed orders for office supplies* Met with an interior designer to discuss office redesign ideas* Assisted the IT department implementing improved wireless and wired networks* Managed change of address notifications for clients and contractors* Conducted Market ResearchGrill Cook Uncle Bill’s Pancake House, Avalon, New Jersey Summer 2012 & 2013* Cooked breakfast foods at a high volume restaurant* Approved and ordered kitchen supplies* Managed inventoryActivities:President – Live Action Role Play Club, University of Delaware 2014 – Present* Plan, organize, and carry out the responsibilities of the club* Advertise club and recruit new members* Establish guidelines for club activities and behaviors* Ensure compliance with university and organization policies* Administer budgets and approve expensesTreasurer – Paranormal Research Group, University of Delaware 2013 – Present* Manage organization funds* Balance funding ledger* Help plan and manage tripsPlayer Representative – Live Action Role Play Club, University of Delaware 2013 – 2014* Mediate between players and officials* Utilize conflict management skills

Managed financial budget* Supervised team of 4 technicians* Established schedules and assigned work days* Designed and managed lighting cues for 5 productions