Summer 2025

• Selected as 1 out of 50 members of the Charles Schwab Wealth Management Workshop at Kelley• Currently pursuing SIE, Series 7, and CFP Exam post completion of 20+ credit hours in CFP educational courses• Attend weekly meetings to learn about market updates, network with professionals, and continue E Money and Holistiplan Certifications

• Recruited 25-30 members each semester by organizing recruitment events and conducting a rigorous application and interview process.• Established a mentorship program pairing underclassmen with mentors to navigate classes, workshops, and internships effectively.• Achieved a significant increase in membership and engagement within the Women's Financial Association.

• Presented diversity, equity, and inclusion topics to 50+ members weekly• Collaborated with committee members to create interactive DEI activities educating members about current events regarding minority and undeveloped communities.• Attended weekly meetings to stay informed about financial services industry and global events

• Taught and perfected swimming skills for patrons of all age groups ranging from 1-80 years old, promoting water safety and confidence• Monitored pool and patrons, ensuring a safe and enjoyable swimming experience• Received recertifications in First Aid, CPR Pro, and Oxygen every year, enhancing emergency response skills

• Assisted clients in achieving financial goals by investing in structured notes, life insurance products, annuities, and holistic financial planning plans.• Utilized financial planning software such as E Money, Salesforce, and AssetMap to provide comprehensive financial solutions.• Attended a 9-week seminar with the other interns to enhance holistic planning skills and stay updated on market trends and insights.