Completed comprehensive retirement plans for hypothetical clients, covering all areas of the financial planning process like insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning.Conducted marketing research to reach prospective clients and seek out their retirement goals.Enhanced knowledge base through weekly informational sessions presented by upper-level executives on the firm’s trademarked Retirement Roadmap and estate planning.

Researched and analyzed for the purpose of tokenizing real estate properties.Constructed a plan and timeline to proceed with tokenization process.Developed a proposal presentation for 2 future investors.

Greeted and developed relationships with customers resulting in customer loyalty.Learned 40 menu items and prices to help answer questions and concerns.Carried out cash and card transactions on cash register.

Cared for 2 children as a part-time job for the past 3 years.

Texas Roadhouse is a busy fast paced restaurant. Provided friendly and safe working environment while working with guests.Communicated with both guests and the host stand to provide a friendly and effective environment.Multitasked to talk to guests, answer phones, and plan where to seat people.Strategically planned where large parties could sit and quoted an appropriate wait time.