Pursuing AFC certification.Coach and counsel students in budgeting, paying for college, student loans, financial crises, credit building, financial wellness, saving, investing, and various other personal finance topics.Assist students in navigating personal finance topics 1 on 1. Give educational presentations and workshops to large groups of students on personal finance topics.

President of MU Financial Planning Association. Our chapter is a dedicated student-run organization, aiming to shape the future leaders of the financial planning industry.With the industry seeing significant growth, the role of FPA becomes increasingly essential in molding the next generation of financial planners. Our initiatives include creating networking events, facilitating one-on-one engagements, and hosting group sessions to ensure our Mizzou students are well-connected with the… Show more President of MU Financial Planning Association. Our chapter is a dedicated student-run organization, aiming to shape the future leaders of the financial planning industry.With the industry seeing significant growth, the role of FPA becomes increasingly essential in molding the next generation of financial planners. Our initiatives include creating networking events, facilitating one-on-one engagements, and hosting group sessions to ensure our Mizzou students are well-connected with the industry's pioneers. Show less

Shadowed and learned the business practices of every role in the RIA firm.Attended 60+ client meetings and calls; took comprehensive notes that were used to maintain compliant practices.Provided value to planners through the completion of 15+ projects including optimizing Salesforce integration and information, creating accurate MoneyGuidePro profiles, reviewing allocations for rebalance opportunities, and doing tax projections and integrations in Holistiplan.

Provide accurate, friendly, and professional service to Bank customers through their daily transactions of business such as handling deposits, check cashing, issuing money orders, and official checks, etc.Recognize and interpret customer needs and suggests appropriate bank services to assist in meeting its sales goals; actively participate in the branch sales program and goal achievementDemonstrate quality customer service by incorporating the Legendary Service StandardsBalance… Show more Provide accurate, friendly, and professional service to Bank customers through their daily transactions of business such as handling deposits, check cashing, issuing money orders, and official checks, etc.Recognize and interpret customer needs and suggests appropriate bank services to assist in meeting its sales goals; actively participate in the branch sales program and goal achievementDemonstrate quality customer service by incorporating the Legendary Service StandardsBalance daily work and research differences where applicablePerform teller functions in accordance with established bank policies, procedures and regulationsAssist with the daily operations of the Teller/ATM areasOther duties as assigned Show less

Make entries in QuickBooks for business, scan checks, receipts, and files, manage work in Karbon (CRM), participate in team meetings, enter daily transactions, and convert files.

Greet and assist clients, organize tax papers, scan tax papers, put together tax returns, anddelegate different assignments to different associates.