I effectively managed financial data through the organization, carefully entering, organizing, and maintaining records in Excel spreadsheets. Additionally, I processed invoices, payments, and receivables while adeptly reconciling discrepancies. Utilizing various Enterprise Risk Management (ERM) systems, I gained valuable insights to minimize organizational risk and provided recommendations on risk prevention strategies and the integration of artificial intelligence.

I provided a detailed analysis of target date funds for top clients, offering recommendations to enhance and optimize their retirement portfolios. Furthermore, I presented suggestions to the CEO and executives aimed at improving the employer brand and attracting young college graduates. In my role as a Client Manager intern, I successfully executed daily tasks, including fostering new client relationships, recording data on Salesforce, and actively contributing to the launch of a new workplace strategy.

I conducted research and provided recommendations that led to annual cost savings for the firm through improvements in the checks receivable process. Additionally, I established recurring management dashboards for goal tracking. In my role, I efficiently managed daily tasks such as setting up Roth IRA accounts, recording data in Salesforce, and facilitating DocuSigns for clients. I also maintained positive client relationships by acting as a liaison between clients and internal teams, addressing their needs proactively through weekly check-ins.

I started working as a coach teaching children ages 2 to 12 how to play sports. I worked my way to becoming a camp counselor, counseling roughly 20 to 30 children changing weekly for the Playground Program summer camp. As I continued working up in the ranks, I recently started scheduling everything from classes to activities for the entire department.