Completed Series 17-55 and SIE exams. Engaged in client interactions, providing financial guidance and support. Actively networked with industry professionals to foster relationships and expand business opportunities.

Worked with founders creating pricing strategies for a luxury hotel. Developed and implemented a marketing strategy to be used for all foreign guests, as well as helping Tokoyama hotel clearly define their competitive advantage and target market. Wrote multiple blog posts to boost viewership, and help with SEO. I finished by creating a pamphlet, helping all foreign guests coming to the hotel, navigate around the best spots in Kanazawa Japan.

Designed and implemented internal tool that automatically finds potential clients in all 50 states, as well as creating homepage mock-ups and advice for the UI design team. Program found over 10,000+ clients, and compiled list onto excel spreadsheet along with marketability scores.

As a CIT at Kingswood, I led a course in sailing for 20 campers and reported to my superiors on the well being of my campers and camper progress.