• Deliver exceptional customer service, ensuring a professional and welcoming experience for all guests.• Execute administrative tasks efficiently, including managing communications and coordinating schedules to support office operations

Serve as a member of an executive committee ensuring the quality of the OSU Homecoming Celebration for all participants, as well as planning and executing the annual Sea of Orange Homecoming Parade

Appointed to serve on a committee to review, improve, and guide the New Member Experience for the fraternity

Informed the chapter of upcoming philanthropy events in the Greek community as well as organizing teams for upcoming philanthropy sports tournaments

Elected to serve as a member of a committee to review the current by-laws and house policies and present new by-laws for the chapter

Elected to serve as a part of a 5 man recruitment team recruiting potential new members for the fraternity throughout the summer

Elected as a leader of 30 young men to guide, organize, and execute tasks to improve physically, intellectually, spiritually, and socially. Served as a liaison between the membership and the new member pledge class

• Performed in-depth credit risk assessments for over 1,000 customers across the U.S. and Canada utilizing SAP and Esker for effective account management• Analyzed financial statements to evaluate profitability and assess clients' capacity to meet payment obligations• Conducted thorough evaluations of credit reports from Dunn & Bradstreet and Credit Risk Monitor to inform risk management decisions• Managed client onboarding processes by reviewing and processing credit applications, and establishing appropriate credit terms and limits• Coordinated with Sales, Accounts Payable, and Accounts Receivable teams to develop and implement collection strategies for high-risk accounts• Made informed decisions on order fulfillment for clients with credit holds or overdue balances, ensuring alignment with credit policies

Maintained high-quality front-line customer service for prospective students, families, and all other guests who visit or contact the Office of Undergraduate Admissions

• Analyzed and reported comparable firms’ fee schedules listed in their ADVs to the board of directors in preparation for a fee schedule increase for the firm• Simplified client records by conducting an informational audit and removing duplicate profiles in AdvisorEngine• Communicated with clients to update beneficiaries on their IRA accounts• Accomplished a batch download of tax files dating back to 2014 in preparation for the TDA-Schwab merger• Shadowed financial advisors in preparation for client meetings and took notes for advisors in client meetings

• Managed finances and operated a landscaping company in the Tulsa area• Acquired customers through effective advertising, communication, and excellent customer service• Performed manual labor such as trimming, power-washing, weed-eating, planting, etc.

Effectively communicated with supporters of the University on behalf of the OSU Foundation in an effort to connect with alumni and procure donations for the Foundation