• Assisting office team with exceptional customer service, inquiries, and product information• Managing policy updates and scheduling policy reviews for optimal client coverage• Contributing to prospecting efforts and fostering positive client and community relationships

• Presided over the chapter meetings and such chapter affairs as appropriate• Maintained a broad knowledge of all chapter activities and areas of operation• Worked with the chapter advisors, chapter alumni and Headquarters in guiding the affairs of the chapter• Maintained a close relationship with university administrators and with officers of other campus Greek-letter organizations• Cultivated and preserved unity within the chapter

• Coordinated with all members of the fraternity to maximize classroom performance• Communicated with the University of Kentucky and Sigma Chi headquarters about progress and goals for the men in the chapter

• Collaborated in a rotational environment to execute the day-to-day operations of wealth management• Analyzed and verified thousands of account forms and data items• Performed and escalated account modifications for hundreds of clients

• Oversaw the organization’s first fundraising efforts which totaled over $1500• Managed all financial records of the organization

• Effectively communicated with external security partners to enable efficient delivery processes• Escorted contract truck drivers to their assigned trailers• Verified that trailers were on track to reach desired destinations