• Increased proficiency in reallocating client accounts by managing financial records across various portfolios to streamline client assets amounting to $600 million• Enhanced the customer service experience towards current and prospective clients through personableinteractions via telephone, email, and face-to-face appointments• Demonstrated adaptability in overseeing a wide range of financial transactions by utilizing wire transfers, ACH transfers, and check deposits• Reported to the Senior Financial Advisor on daily, monthly, and quarterly quotas and maintained opencommunication to properly allocate time and resources effectively

• Assisted and gained insights on customer investments, financial planning, retirement planning, and insurance offerings which totaled to $100 million for the cooperation• Contributed to the seamless transition of office locations by providing assistance throughout the relocation process while ensuring minimal disruption to the daily financial operations• Observed client meetings and gained insights on personal selling and how to properly align each meeting to the personality and learning type of each individual• Supported the company recognized “Anne Fund”, a non-profit organization that supports resilient families and patients fighting cancer in the community of Lebanon, Pennsylvania

•Middleman delivering food from restaurants to customer homes by automobile

• Lead the Deli and Dairy departments in inventory control based on stocking principles and guidelines, price and code verification, manual pallet jack operation, SKU, and stock safety procedures• Actively participated in weekly team meetings and training sessions to stay informed about product updates, stocking regulations, and company polices• Engaged with customers in a friendly and outgoing manner to handle inquires regarding the identification of the location of needed products and product availability• Managed and stocked over 1000 different perishable products organized by category, size, brand, and dietary restrictions to ensure customer accessibility