- Deepened client relationships by helping and guiding them towards their path of achieving their financial goals and priorities. - Promoted into the Merrill Edge Guided Investment team which is responsible with assisting clients who are part of this actively managed platform.

- Assisted clients with explaining fiduciary ruling from the Department of Labor and helped them transition from open architecture models into more actively managed platforms. - Engaged clients with the online platform and its features as well as helping clients place online stock, ETF, mutual fund and options trades.

- Processed check deposits and paper applications for clients while maintaining excellent operational standards and helping mitigate risk as well. In addition, I was able to help with annuity mail, not in good order items and incoming mail.- Obtained series 66 license.

- Participated in the Financial Solutions Advisor program at Merrill Edge and earned the Series 7 certification.

• Provide services to clients by conducting appropriate transactions and meeting their needs by referring them to the appropriate departments in the financial center.• Responsible for handling customer transactions such as taking deposits, disbursing cash, creating referrals, and investigating fees.• Provide excellent customer engagement by discovering potential needs and deepening their relationship.

• Prepared quality food items for multiple areas of service throughout the medical center at Princeton.• Applied culinary skills and safety hazards to service customers.

• Elaborated and designed many types of menus for clients.• Supervised and evaluated team every week on different ways of using more than two thousand products in order to improve sales.• Collaborated with chefs from allied companies to develop and implement different strategies to improve menus using various products.