Scout Team player against the Women’s Basketball Team in preparation for games/tournament(s). Travel with team for away games to ensure players are equipped to succeed on the road.

Prepare for and participate in client and prospect web and in-person meetings at Advisor discretion. Assist firm portfolio manager with reporting, model naming, and other various duties. Participate in service/operations rotation.Assist tax team with various technology platforms and processes. Assist firm CRM Manager with various updates. Other duties and responsibilities that are reasonable and consistent with position.

Student Athlete for Division One basketball team in the Atlantic Sun Conference. Selected to represent team for Student Athlete Advisory Committee (SAAC).