• Oversee and facilitate all operations of a Tier-II Registered Student Organization with over eighty active members• Convene and lead the chapter in weekly meetings to plan then inform all members of upcoming events• Manage correspondence and interpersonal relations between the chapter, the university, and the national headquarters

• Responsibly monitored all aspects of finance for a Tier-II Registered Student Organization. • Delegated with an elected Prudential Board to decide on a fair and appropriate dues amount each semester. • Ensureed all debts were paid on time and that the chapter was compliant with both school and organization policies. • Created a rolling budget for the chapter each semester, allotting funds for brotherhood, philanthropic, and recruitment events

• Draft notes based on presentations from alumni and partners about their current professions within the finance field and engage with them by asking questions and networking after the meeting• Meet bi-weekly to plan future meetings and communicate with alumni and companies to organize presentations.• Internal Stock Pitch Competition (Spring 2023) – Finalist: Collaborated with a group of peers and leveraged analytical skills to select, evaluate, and predict the future value of a stock… Show more • Draft notes based on presentations from alumni and partners about their current professions within the finance field and engage with them by asking questions and networking after the meeting• Meet bi-weekly to plan future meetings and communicate with alumni and companies to organize presentations.• Internal Stock Pitch Competition (Spring 2023) – Finalist: Collaborated with a group of peers and leveraged analytical skills to select, evaluate, and predict the future value of a stock and advised the club on whether or not to buy, sell, or hold Show less

• Reviewed and tied out statutory financial statements for over a hundred entities of a Fortune 500 company• Assisted the Corporate Finance Team in consolidating Q2 financial results and reviewing data to ensure SEC compliancewhen filing the Form 10-Q• Collated and organized data in Excel to optimize financial systems and correctly report data to various external organizations

• Managed a team of Lifeguards and Water Safety Instructors to ensure that the public municipal pool ran safely and efficiently• Monitored Daily Cash flow to ensure revenue matches the Daily Cash Journal Reports• Coordinated and lead staff meetings to address issues and shortcomings to maintain operations • Composed staff evaluations to provide employees with feedback on their performance• Worked within a small team of other directors and supervisors to ensure both pools are… Show more • Managed a team of Lifeguards and Water Safety Instructors to ensure that the public municipal pool ran safely and efficiently• Monitored Daily Cash flow to ensure revenue matches the Daily Cash Journal Reports• Coordinated and lead staff meetings to address issues and shortcomings to maintain operations • Composed staff evaluations to provide employees with feedback on their performance• Worked within a small team of other directors and supervisors to ensure both pools are compliant with town policies Show less

• Intently monitored the water of a public pool to ensure that all rules and safety protocols were being adhered to • Politely but effectively informed patrons of rules to maximize safety• Followed proper cleaning procedures to limit the spread of Covid-19 within the facility

• Interacted with clients over the phone to confirm meetings and answer questions.• Created financial plans and Social Security Optimization reports.• Maintained communication between the team in both offices and clients.• Sending out team mail: newsletters, client financial plans, client letters, and more.• Creating different CRM reports to fulfill compliance and regulatory responsibilities.• Having a firm understanding of advisor calendars and preparing accordingly.

• Handled phone orders in a high-stress, fast-paced environment from acquisition to delivery• Notified the kitchen of orders, assembled the completed orders, and delivered them in a timely manner

• Politely greeted customers upon their entrance to the department • Fulfilled and wrapped customer orders in an efficient and clean manner• Provided knowledgeable advice and information on department products upon request • Led coworkers in closing tasks every night