-Engaged in discussions about the market, investments, and trading strategies-Facilitated the invitation of Kelley alumni and other prominent financiers to club speaking events

-Created training regimen for goalie pupils on and off the ice-Worked with goalie pupils to achieve their hockey goals

-Created and implemented models for new allocations of clients’ 529 plans-Conducted research and presented on market conditions and alternative investments to the private wealth management team-Conducted research on prospective clients

-Gained experience in managerial and tax accounting for medical practices-Worked on bank reconciliation statements, payroll journals, and other tax documents