● Collaborated with the Vice President of Finance to create the chapter budget for the fall and spring semesters.● Collected and organized over $275,000 in dues from 180 members by consistently communicating deadlines and following up on payment plans.● Monitored revenues and expenses to ensure each executive member used funds appropriately without going over budget.

● Responsible for working with each division of the Client Engagement team to complete RIA transition close-out projects. Focused on preparing RMD reporting based on 2023-year-end statements and confirmed all required disclosure statements were recorded following compliance requirements.● Processed client financial plans by collecting relevant data, preparing and submitting required paperwork, obtaining signatures, tracking applications, and completing the account set up in the CRM database.● Assist with the GWYP campaign by researching existing clients to determine potential sales opportunities, qualifying them, and contacting clients to book review meetings with advisors.

● Spearheaded client relations and sales efforts, collaborating with a dynamic team to provide digital marketing and SEO solutions that boosted online visibility, traffic, and revenue to hundreds of clients.● Demonstrated a commitment to professional growth by staying updated on industry trends and search engine optimization changes to provide clients with cutting-edge solutions.

● Loaded, organized, and secured orders to ensure all items were delivered fresh and intact.● Managed time effectively to make deliveries on time, maintaining high customer satisfaction and building brand reputation.

● Demonstrated meticulous attention to detail, ensuring precision in order accuracy and presentation during food service.● Ensured excellent customer experience by removing courses as completed, refilling water glasses, and being attentive to additional needs from members.