-Implemented creative financial strategies (such as additional contributions to retirement plan, creating growth accounts, advising optimal quantity of contributions, etc.) to help all clients achieve their individual goals by communicating various pathways.- Spearheaded communication for multiple clients across two teams through calls and email databases while tracking all information and maintaining good relationship with all clients.-Program managed all client meetings, delivery reviews, and final closes.

- Worked with a team of 8 people alongside the Project Manager and CEO of the company to ensure proper installation of each individual smart parking sensor while adhering to OSHA safety requirements- Calibrated over 1,250 smart parking sensors over the course of 3 days for Japa, Inc., a mobile app used to provide a simple way for drivers to locate available parking spots in structures and lots- Assisted with the installation of smart parking sensors, utilizing proper PPE and modifying tasks to reduce exposure to the quick drying epoxy glue used throughout the installation