- Assisted in the preparation of personalized financial plans for clients by gathering relevant financial data and goals, leading to a 15% improvement in client satisfaction scores, as indicated by post-meeting feedback surveys. - Collaborated with a team of Wealth Advisors to develop comprehensive financial literacy workshop, which attracted over 15 attendees and led to a 10% increase in client inquiries for additional services in the following month.- Contributed to cross-selling financial products by identifying client needs during meetings and suggesting relevant investment options, resulting in a 20% increase in sales and the opening of 30 new accounts over a three-month period.

- Supported advisors in cross-selling investment products, leading to a 10% increase in product uptake amongst existing clients.- Conducted comprehensive market analysis that identified emerging investing opportunities, which informed client recommendations and improved investment performance by an average of 5%.- Identified inefficiencies in the client reporting process and proposed a new template that reduced preparation time by 30%, allowing advisors to focus more on client interaction.

-lead a team of 100+ students in organizing campus-wide events that increase student engagement by 30%, fostering a stronger community spirit.- Manage a budget for student activities, ensuring efficient allocation of resources and achieving a 20% increase in event attendance. - Advocate for student concerns by collaborating with university administration, resulting in the implementation of 5 new support programs.

-Selected as one of the top candidates to represent the Scholars of Finance program at my University, demonstrating excellence and dedication to finance-Engage in sustainability and impact investing projects that promote environmental and social progress while aligning financial goals with long-term societal well being

-Direct the management of an annual budget surpassing $150,000, while maximizing spending efficiency and establishing noteworthy reserves-Invest in the creation and development of new ideas and innovative technologies, Increasing growth and continued relevance at the University by 15%-Ensure all financial activities of the organization are conducted in accordance to the bylaws, rules, and regulations

-Provide students with a way to support those who have battled and who are battling breast cancer -Organize bake sales, partaking in breast cancer awareness walks, and advocate for the organization

-Assessed the Graeter’s strengths, weaknesses, opportunities,and threats using a well-structured and data-driven approach by aligning and analyzing the company’s core values and financial statements-Created a presentation and a written report with strategic recommendations and management techniques to help maintain brand relevance, improve efficiency, and achieve objectives-Collaborated as a collective group of 20 students with sub-groups of 4 students and conferenced five days a week to brainstorm and implement ways to ultimately enhance the Graeter’s company.