-Coordinate and contribute technical support to volunteer tax preparers-Scheduled over 2,000 clients throughout tax season by overseeing document verification, intake form completion, and carefully pairing clients with suitable tax preparers-Organized and coordinated tax appointments, while also handling tax-related inquiries via phone and email in a professional manner, achieving exceptional customer service-Servicing over 250 clients maintaining security, privacy, and confidentiality of all taxpayer information during scheduled appointment days

Teaching Assistant for Accounting 2140, supporting a class of over 100 students. Responsibilities included facilitating discussions, assisting with classroom management, and providing individualized assistance to enhance student understanding of accounting principles.

Participant in selective HACE University Leadership Program, with 10 sessions focusing on developing leadership skills through workshops, networking opportunities,Engaged in collaborative projects aimed at fostering personal and professional growth among peers.

-Utilized Excel to create tailored life insurance spreadsheets for clients, facilitating informed decisions. Conducted risk assessment, business insurance consulting, and estate planning to optimize insurance choices, showcasing technical expertise and client-centric service-Successfully oversaw over 50% of all incoming calls while achieving monthly sales quotas of 35-45 diverse insurance lines of(Auto, Home, Life, & Business) showcasing multitasking skills.-Consistently generated $40,000-$50,000 in monthly sales revenue, showcasing exceptional performance in achieving financial targets while also onboarding and training new team members.-Acted as manager while owner is away, overseeing secure deposits for client's funds and providing leadership and accountability for higher-level inquiries, ensuring smooth operation in owner's absence

-Collaborated with seasoned agents and mentors to gain hands-on experience in client relationship management, agency policy sales, & successful agency strategies-Received comprehensive training and mentorship to prepare for transition into a full-fledged State Farm agent role-State Farm "Agent in Training" With a focus on insurance consulting and risk assessment to help navigate everyday risks